Merge Tags - Deals

Options
NateLends
NateLends Member Posts: 1

In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.

Tagged:
1
1 votes

Submitted · Last Updated