Is it possible to add the company name of the associated deal in an email template?
Jan 30, 2018 10:24 AM
Sometimes the contact I am contacting is not from the company associated with the deal I am emailing them about and I would like to know whether there is a way to auto-insert the name of the company associated to the deal I am emailing within?
Client = Deal Company
Associated contact = x from Agency Company
I can email them saying "Dear x". But I cannot say "I am writing to you about [Deal Company]" only [(Agency) Company Name] which doesn't work for what I need. Is there any way around this I am missing?