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Label Printing

AGENTVIEW allows you to create and download labels for your contacts in .PDF format, which are specifically formatted to fit Avery 5160 address labels. This feature makes it easy to print contact labels for mailings or other communications. You can filter the labels based on contact type and/or status, ensuring that you only print labels for the contacts you need.


Why Use Label Printing in AGENTVIEW CRM?


  • Efficiency: Quickly generate labels for your contacts without manual entry.
  • Professional: Use preformatted labels that are ready to be printed on Avery 5160 sheets.
  • Customization: Filter labels by contact type and status to ensure you’re only printing relevant labels.


Steps to Print Labels in AGENTVIEW CRM


Step 1: Log in to AGENTVIEW CRM


  1. Log in to your AGENTVIEW CRM account with your credentials.


Step 2: Navigate to the Contacts Section


  1. After logging in, go to the Contacts section, where your contact list is stored.


Step 3: Select the Contacts to Print Labels For


Before generating labels, you’ll want to filter your contacts by specific criteria, such as contact type or status:

  1. Choose Contact Type: Select the type of contacts you wish to generate labels for (e.g., leads, clients, prospects).
  2. Select Contact Status: You can also filter by contact status (e.g., active, inactive, follow-up, etc.).
    • Ensure that you select the appropriate filters before proceeding to generate the labels.


Step 4: Click the "Print Labels" Button


  1. Once you’ve selected the contact type and/or status, click the "Print Labels" button. This will open a popup window with more options.


Step 5: Configure Your Label Settings


  1. In the popup window, you can select:
    • Contact Type: Choose the type of contacts whose labels you want to print.
    • Contact Status: Choose the status of the contacts for whom labels should be generated.
    • You can select both contact type and status to further narrow down your contact list.


Step 6: Download the Labels


  1. After selecting the appropriate criteria, click on the "Download Labels" button.
  2. AGENTVIEW will generate a .PDF file with your selected contact labels formatted for Avery 5160 address labels.
  3. The .PDF file will automatically be downloaded to your computer.


Step 7: Test the Print Output


  1. Before printing the labels on actual Avery 5160 label sheets, we recommend testing the print output on plain paper. This ensures the alignment and formatting are correct for your printer and label sheets.

    • Simply print the .PDF file onto plain paper first.
    • Check the alignment and ensure that the labels fit correctly on the Avery 5160 sheets.
    • Adjust printer settings if necessary to ensure proper formatting.


Step 8: Print the Labels


  1. Once the alignment and formatting are verified, load your Avery 5160 label sheets into your printer.
  2. Print the labels from the .PDF file you downloaded.


Tips for Successful Label Printing


  • Printer Settings: Ensure your printer is set to print on the correct paper size and that the print quality is set to high for best results.
  • Label Sheets: Make sure you’re using the correct Avery 5160 label sheets for best results. You can purchase these from most office supply stores.
  • Test Print: Always do a test print on plain paper to avoid wasting label sheets.


Conclusion

Label printing in AGENTVIEW CRM is a straightforward process that can save you time when preparing contact labels for mailings or other communication. By selecting the right contact type and status, you can ensure that only the relevant labels are generated. Remember to test your printout on plain paper before printing on the actual label sheets to confirm everything aligns correctly.

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