Planning to send holiday cards, client appreciation letters, or other mailings?

AGENTVIEW makes it easy to generate mailing labels using the contact information already saved in your CRM. You can choose which groups of contacts to include and download a ready-to-print PDF.

Your labels are formatted for Avery 5160 address labels, which contain 30 labels per sheet.

Step 1: Open Your Contacts

1. From the left navigation menu, click Contacts.

2. Look for the Print Labels button near the top of your Contacts page.

3. Click Print Labels to open the label printing options.

Step 2: Choose Your Contacts

Before generating your labels, you can choose which contacts you'd like to include.

You'll see two filtering options:

• Contact Status: Choose the status of the contacts you want to include, such as New or Inactive.

• Contact Type: Select a specific group of contacts based on how you've organized your database.

For example, if you're preparing a mailing for your past clients, you can select the contact type you've assigned to those clients.

You can also use the available All options if you want to include a broader group of contacts.

Step 3: Download Your Mailing Labels

Once you've selected your contacts:

1. Click Download Labels.

2. AGENTVIEW will generate a PDF containing the mailing labels for contacts matching your selections.

3. Open the downloaded PDF to review the names and mailing addresses.

Your labels are arranged to fit Avery 5160 label sheets, making them easy to print.

Step 4: Print Your Labels

Before printing on your actual label sheets, we recommend doing a quick test.

1. Open your downloaded PDF.

2. Print one page on regular paper.

3. Check that the names and addresses are positioned correctly.

4. Once everything looks good, load your Avery 5160 label sheets into your printer.

5. Print your labels.

Important: When printing, use Letter paper size (8.5" × 11") and select Actual Size or 100% scaling if your PDF viewer offers that setting. This helps prevent the labels from printing outside their designated spaces.

Helpful Tips

• Check Your Contact Information: Make sure your contacts have accurate mailing addresses before generating labels.

• Use Contact Types: Organizing contacts into groups makes it easier to prepare targeted mailings.

• Print a Test Page: Always check the alignment before using your label sheets to avoid wasting supplies.

Quick Tip: Mailing labels are especially useful for staying connected with past clients. Consider sending holiday greetings, home purchase anniversary cards, or handwritten thank-you notes to maintain those valuable relationships.