#Mail merge word from excel how to

Once you determine the record set you want to export just click the ‘Export’ pulldown and choose ‘Excel-CSV’.Īfter a few seconds the file will be created. You can export your entire list or perform some sort of search to limit the records on the list (the export always includes the records that appear in the list below). It is extremely easy and the same process regardless of what list you are exporting.įirst, determine which records you want to export. The first thing you will need to do is export your data from ClientLook that you would like to use in your mail merge.

#Mail merge word from excel how to

Step 1: How to export contacts from ClientLook to Excel If you have a different version of Word, there may be some slight differences however, the same basic program flow should apply. NOTE: The examples shown below contain sample screen shots from Microsoft Word 2016. There are three documents involved in the mail merge process: These documents have identical layout, formatting, text, and graphics. Mail merge is used to create multiple documents at once, so it’s a time-saving feature. Performing a Mail Merge is a great way automatically generate letters, postcards, emails, flyers and countless other marketing materials to keep in touch with your current and prospective clients. Finding new clients can be grueling, but once you get a new prospective client, keeping your commercial real estate software updated and consistently communicating with your new prospective clients are key. In addition, trying to keep your pipeline full and finding new clients is a never-ending endeavor.

Whether you are negotiating a deal, touring a property, or doing a presentation, your time is a valuable commodity. As a commercial real estate professional you spend a lot of time with clients.