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I know how to click "edit template in word" but I'm lost from there.......
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Assuming that you already have a template that you you want to edit, after you click on "Edit Template in Word", it should open up in Word, and include some instructions at the top, starting with "To start mail merge, click CRM" and some help on where you can find it. the CRM button will either appear on the Add-ins tab or the Mailings tab.
Once you locate the CRM button, click it. You should get a pop-up asking you to accept your Mail Merge Recipients. Click OK. The instructions go away and you get your template.
You can edit it now and/or add new fields (in the Mailings tab under "Insert Merge Field" button). When you're done do a Save As. For some reason it opens as .doc, but by default it will save as an .xml file, and you want this. Then go back to CRM to your template, remove the current file, and upload your new one in its place.
Thanks Amanda!
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