How Do I Personalize?

When in the “Personalize” phase of the workflow, click the “Personalize” button next to an opportunity to begin personalizing.

It is here that you will see all of the information that is currently associated with an opportunity. You will see contact information which you can edit or rearrange at your own discretion (for more on this, click here), followed by any personalization fields that were retrieved by the system, or still need to be filled in.

Once all of your information is correct, you can hit the Submit to Compose button (or Submit for Approval if you have Approval Workflow turned on) to move that opportunity onto the “Compose” portion of the workflow and the next opportunity that needs to be personalized will pop up on your screen.