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Stephanie_Chmie
Stephanie_Chmie
Level 2
Jan 3, 2020 7:20 PM UTC
Question

opportunity tokens

I am new to opportunities. I send an introduction email to the outside partner who is working a lead. It currently pulls lead.tokens. I want it to either pull tokens from opportunities or contacts. Any advice on how or where to do this? 

Once the lead is converted I don't want it to pull info from the lead b/c it might be outdated. 

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11 replies

Stephanie_Chmie
Stephanie_ChmieAuthor
Level 2
Jan 6, 2020 5:55 PM UTC

Ok so one more question. If the email I am sending is pulling info from the lead i.e. company name but 3 years later there is a new company name. I can't edit the lead so the email is still pulling the company name from the very first time they contacted us.  How can I fix this. I am not sure why this is so hard to do. I just need to reference things from the contact or the account in an email. 

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SanfordWhiteman
SanfordWhiteman
Level 10
Jan 3, 2020 7:54 PM UTC

You use Velocity tokens to output Opportunity data (as you would with Custom Object data).

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Stephanie_Chmie
Stephanie_ChmieAuthor
Level 2
Jan 3, 2020 7:59 PM UTC

now for the stupid question.  What is and where do I find Velocity Script? 

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Stephanie_Chmie
Stephanie_ChmieAuthor
Level 2
Jan 3, 2020 8:02 PM UTC

Ok, nevermind that question, I have the script up but how/what do I add to it? 

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