1. Click the accounts, contacts, or leads tab. Other kinds of recordsare not currently supported.
2. In the Tools area, click Mass Mail Merge to start the mass mail merge wizard.
3. Choose an appropriate list view from the View drop-down list.
4. Select the records to include in the mail merge. To select allrecords currently displayed on the page, select the checkbox in thecolumn header.
5. Click Next.
6. Select the types of Word documents you’d like to generate.The supported document types are documents, envelopes, and labels.
7. Select the Log an activity... checkbox tolog the generation of these mail merge documents by adding a completedtask on each record.
8. Click Next.
9. Select the appropriate mailmerge templates. For documents, choose whether to createone Word document that includes all output or a separate Word documentfor each record.
10. Optionally, click Preview Template to reviewthe Word document with merge fields but without your data. Note thatalthough you can edit the Word document that opens, those changeswon’t be applied to your current mail merge request. To makea newly revised template available for mail merge, it must be uploaded first.
11. Click Finish. Note If your request exceedsthe maximum size limit for Extended Mail Merge, you’reprompted to select either fewer records or smaller templates.