Add token for the salesperson's number
gathering votes
T
Trevor Newman
When creating templates - or even for Deal Docs - it would be very helpful to have a token that pulled the sales person's numbers, specifically. Such as #DV_Sales1WorkPhone# / #DV_Sales1CellPhone#
A
Alexis Johnson
Yes this would be very helpful if it could pull it without having to impersonate someone. I'd like to send a BDC email that makes sure the customer has the information to contact sales but cannot pull their work phone or cell phone right now. It would be even cooler if it could also pull the Texting Line that is used as well to prompt the customer to text in.
J
Jacob Coleman
marked this post as
gathering votes
J
Jacob Coleman
You can use the #DV_UserCellPhone1# or #DV_UserWorkPhone1# token in a template to automatically insert the cell or work phone number of the user that sent the email!
J
John Vincent
Jacob Coleman: That only works if you are the user. If you are doing an email blast out pretending to be the sales agent assigned to the deal it does not work.
J
Jacob Coleman
John Vincent: Understood. Thanks for clarifying!
B
Bob Foster
Yes is this an idea if so great Or already available?