1. Select “Contacts” located on the grey toolbar at the top of the page.
  2. A list of your contacts will appear. Select who you would like to receive the cards/newsletters by moving your cursor over their name and checking the box that appears to the left.
  3.  Under “Actions for Selected” on the right side of your screen, click “Purchase Service.”
  4. Select the service you would like from the list of card options (e.g., birthday card, monthly newsletter). 
  5. Click “add to cart” at the bottom of the page.
  6. Click “proceed to cart.”
  7. Click “proceed to checkout.”

See the CRB Training Manual for additional information: p. 39

https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=43