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Sales HomeSalesSales Reps, Mgrs, Consultants, PD Specialist Home

Work with Rep Lists in Excel/Word

These files are updated at 3 AM daily with any changes made to the information by using the utilities above.
If you made changes today and need to have updated files before tomorrow (or have any questions), please contact the Technical Web Site Administrator immediately.
Excel Files

Territories
Sales Reps
Regions/Managers
Consultants
Professional Development Specialists
All (above 5 spreadsheets in one workbook)

Word Files

Rep Mail Labels
Rep List
Rep Form Letter

To use the Word files, you must FIRST download and save the respective Excel file(s) to the same folder (or to your Desktop).
For example: If you want to print current Shipping Labels, you have to click and save both the "Shipping Labels (Reps)" and the "Sales Reps" to the same folder (or desktop) for it to work.

The fastest/easiest way to do this is right-click on the Excel file and choose "Save Target As..." and navigate to the folder (or Desktop) where you want to save the file.  Then do the same for the Word file, saving it to the same place. (Do not rename either file.)  Then using Word, open up the Word document from the saved location.

To just see the first page of data, click the "<<ABC>> button to see the data loaded into the document.  

To print the data directly, click the "Merge to Printer" button.  (Or using the keyboard, hit [Alt]+[Shift]+[M].  Or from the Toolbar, click Tools, Mail Merge..., Merge..., Merge to: Printer, choose options (if any) and click the Merge button.)

To save the data to a new a new document that you can save as a hard copy (no merging required later), click the "Merge to New Document" button. (Or using the keyboard, hit [Alt]+[Shift]+[N].)  You can then save this document on your computer under a new name to view, print, or change as you like without affecting the data on the web site.

If you have questions or need help, please contact the Technical Web Site Administrator, or someone who is familiar working with the Word Mail Merge functions.

[ Information not correct?  Let Sales Administration know! ]

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