Generate Mailing Labels for Prospects, Contacts, and Referral Sources

The Prospect Address Book allows you to generate mailing labels for Prospects, Prospect Contacts, and Referral Sources stored in ALIS. Labels can be created from several CRM reports and exported as a PDF file for printing. This guide explains how to create mailing labels for any of these contact details stored in ALIS. 

Mailing Labels Information

When generated, the mailing labels include the following information:

• Contact Name
• Organization
• Address Line 1 (street and unit)
• Address Line 2 (city, state, and ZIP code)

Access the Prospect Address Book

Navigate to the Reports page and locate the Prospects section. The following reports provide access to the Prospect Address Book:

• Prospect Contacts
• Prospect Details
• Referral Source Details

Filter Contacts for Mailing Labels

Each report tab includes filters specific to the contact type, allowing you to refine the list before generating labels. Select the appropriate tab and update the filters to display only the contacts you want included on the mailing labels.

Default Filters by Report

Prospects Tab

• The Inquiry Date filter defaults to showing prospects who inquired within the last 30 days.
• Only some Stages are selected by default.
• Adjust these filters if you want to include a wider range of prospects.

Contacts Tab

• By default, the following options are selected:
  • Main Contacts Only
  • Prospects With No Main Contact
• Only some Stages are selected by default.

Referral Sources Tab

• Displays most referral sources by default.
• Disabled referral sources are excluded unless the Status filter is updated. 

Generate Mailing Labels

After filtering the report to include the contacts you want:

1. Click Generate Mailing Labels.
2. In the pop-up window, select one of the following options:
   • ALIS Provided Template, or
   • Upload your own custom template.
3. (Optional) Select Only print labels with complete address information to exclude records that do not have a full mailing address.
4. (Optional) Select Record a prospect task for each record if you want the mailing activity logged in Prospect Tasks.
5. Click Generate. 

The mailing label file will download to your computer as a PDF, allowing you to review the labels before printing.:

Visit the Avery website for more information about address templates and label paper.

Recording Mailing Tasks

If you select Record a prospect task for each record, you will be prompted to select a Task Type. When the labels are generated, a corresponding task record will be created for each contact.

Prospect and referral source task records help your team track outreach activities and maintain documentation of communication efforts.

For more information about managing tasks, refer to this Guide to Tasks for Prospects and Referral Sources.

Related Articles:

• How To Create Mailing Labels for Resident Contacts
• Guide to Tasks for Prospects and Referral Sources

For more assistance with the ALIS CRM,

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com