FAQs in this section
What functions can I perform using the Merge Fields tab?
You can perform various functions like:
- Request a summary of a deal or contact
- Identify customers who might be at risk
- Find the best references for a particular deal to share with a customer
- Enable your customers to check the status of their case or order
- Let customers inquire about when a task will be completed
- Request a summary of a deal or contact
- Identify customers who might be at risk
- Find the best references for a particular deal to share with a customer
- Enable your customers to check the status of their case or order
- Let customers inquire about when a task will be completed