How to Get a Letter and Put it into G5

How to Get a Letter and Put it into G5

  1. Navigate to https://clients.billgoodmarketing.com/
  2. Click "Letters Library"
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  3. Click the Name of the Letter you want to download. For example "Mom's Greatest Skill.”
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  4. Click "DOWNLOAD" on the BGM G5 Letter Template under Available Files.
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  5. Switch to your G5 CRM.
  6. Go to the Document Manager.
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  7. Click the Add button.
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  8. Click "Document"
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  9. Click the Add button on the Add Attachment field.
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  10. Type the letter's name into the "Name" field.
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  11. Click Ok.

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