- Click "Contacts" on the top toolbar.
- To narrow down your contact list, click "Search Contacts" on the right under Take Action. Here you can input information to narrow down your search.
- Scroll down and click "Search."
- From your search list, select all contacts you wish to send Thank You Cards to by checking the box to the left of their name.
- Click "Purchase Service" under Take Action.
- Select "Thank You Card."
- Click "Add to Cart" and then "Proceed to Cart."
- Click "Proceed to Checkout."
See the CRB Training Manual for more information: p. 38
https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=42