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Stephanie_Chmie
Stephanie_Chmie
New Participant
January 3, 2020
Question

opportunity tokens

  • January 3, 2020
  • 11 replies
  • 5111 views

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Once the lead is converted I don't want it to pull info from the lead b/c it might be outdated.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
New Participant
January 6, 2020

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. 

SanfordWhiteman
SanfordWhiteman
Level 10
January 3, 2020

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

Stephanie_Chmie
Stephanie_ChmieAuthor
New Participant
January 3, 2020

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

Stephanie_Chmie
Stephanie_ChmieAuthor
New Participant
January 3, 2020

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

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