Sales Rep Fields

These fields are available for templates that include customer record fields if the customer is associated with a sales rep.

Field

Description

firstName

Sales rep’s first name.

middleName

Sales rep’s middle name.

lastName

Sales rep’s last name.

phone

Sales rep’s phone number.

email

Sales rep’s email address.

altEmail

Sales rep’s alternate email address.

MESSAGE_NICKNAME

This is the name set in the Nickname field by the sales rep at Home > Set Preferences > General.

MESSAGE_SIGNATURE

This is the name set in the Signature field by the sales rep at Home > Set Preferences > General.

Related Topics

General Notices