Mar 26, 2018 12:35 PM
A query, I want to make the templates use the information put in the business profile. I see that you can only use the profile information of the contact and the profile of the company, but not the contact data deals. How could I make business data come out in templates?
Thank you everyone!
Apr 4, 2018 9:00 AM
Hello @MarioYaranga, apologies but I'm afraid I don't understand your question. Could you please clarify with the following details:
May 1, 2018 2:26 AM
I need the same feature. When setting up automated mails, it is posible to mearge data fra contacts and companies into the mail. But it is not posible to mearge data from a deal into an mail.