Most Recent Deal Data for Email Personalization

TBirky
Member

We have companies with mulitple deals associated with them. We need to send renewal emails with customization for their most recent deal. How do we pull in the most recent deal data into the 1:1 template?

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GrantCarlile
Top Contributor | Diamond Partner

Hi @TBirky, this is Grant,

 

Problem: Identifying the most recent deal associated with a company.

 

Solution:

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Grant CarlileGrant Carlile

Grant Carlile, RevOps Developer

RevPartners is an unmatched team of operators who design and execute revenue engines to supercharge your growth. 

 

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