Available Merged Fields:
• {{customer_first_name}} – Customer’s first name
• {{customer_last_name}} – Customer’s last name
• {{sales_rep_first_name}} – Sales rep’s first name
• {{sales_rep_last_name}} – Sales rep’s last name
• {{stage_name}} – Current project stage
Example Message:
“Hi {{customer_first_name}}, your project is now in the {{stage_name}} stage. For questions, contact {{sales_rep_first_name}} {{sales_rep_last_name}}.”
Use these fields to personalize messages and keep your customers informed effortlessly! Set it up in your settings -> stage alerts today!