|
This token
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Will be replaced by this
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$QuoteDate
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Date the quote was issued
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$QuoteNumber
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Quote number
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$EffectiveDate
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Effective date of quote
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$Contact
|
Who the quote is addressed to (usually a first name / last name), could also be the contact
Name for an RGA if the drip is associated with an RGA. If no quote or RGA is related to the drip, the name of the Person specified is used.
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$TitleContact
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Title Firstname Lastname, eg: Mr. Bob Smith
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$ShippingDate
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As shown on quote. Ie – “one week”
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$ShipVia
|
Ship via from Quote, or if not specified in quote, from Customer record
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$FOB
|
FOB from quote or if not specified, from customer record
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$Terms
|
Terms from quote or if not specified, from customer record
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$CreditLimit
|
Dollar amount of credit allowed
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$DeliveryDay
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Mon – Fri as shown in customer record
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$SalesRepNumber
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From customer record
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$SalesPerson
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Sales person or rep name from Salesman account associated with customer
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$SalesRepAddress1
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from Salesman record
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$SalesRepAddress2
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from Salesman record
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$SalesRepCity
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from Salesman record
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$SalesRepState
|
from Salesman record
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$SalesRepZip
|
from Salesman record
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$SalesRepCSZ
|
formatted City-State-Zip from Salesman record specified in customer record
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$SalesRepCountry
|
The name of the country the sales rep is located in. Country is already included in SalesRepCSZ if needed.
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$SalesRepPhoneAC
|
The salesman telephone area code
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$SalesRepPhone
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The salesman telephone number
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$SalesRepFaxAC
|
The salesman fax area code
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$SalesRepFax
|
The salesman fax telephone number
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$SalesRepEmail
|
The salesman email
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$CustomerNumber
|
Customer Number
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$CustomerName
|
Customer Name from customer record
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$Address1
|
First address line from quote or if NA, from customer record
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$Address2
|
Second address line from Quote or if NA, from customer record
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$CityStateZip
|
Formatted City, State Zip Code from 1) Quote, or 2) RGA or 3) Person or 4) Customer
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$City
|
from 1) quote document or 2) person or 3) customer record
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$State
|
from 1) quote document or 2) person or 3) customer record
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$Zip
|
from 1) quote document or 2) person or 3) customer record
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$CompleteAddress
|
Formatted mailing address
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$PhoneAC
|
Phone area code from 1) person or 2) customer record
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$Phone
|
Phone number from 1) person or 2) customer record
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$Ext
|
Extension from person record
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$FaxAC
|
Fax area code from 1) person or 2) customer records
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$Fax
|
Fax number from 1) person or 2) customer records
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$CellAC
|
Cell area code from person record
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$Cell
|
Cell number from person record
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$email
|
Email address from person record
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$DefaultBuyerName
|
from customer record
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$DefaultBuyerEmail
|
from customer record
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$LastPurchaseDate
|
Date of last purchase from customer record. Requires importing sales history
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$LastQuote
|
Date of last quote from customer record
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$today
|
Today’s date in format MM/DD/YY
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$LongToday
|
Today’s date in format mmmmmmmmm dd, yyyy
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$Time
|
Time the document was generated in format: HH:MM XM
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$MilitaryTime
|
Time the document was generated in military time format: ie 23:30
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$FirstName
|
First name of the People record associated with this drip
|
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$LastName
|
Last name of the People record associated with this drip
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$Salutation
|
Preferred way to address the person. Eg - what would follow DEAR _________
Examples might be “John” or “Ms. Smith” or “Dr. Jones”. This is specified in the People record.
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$Position
|
Person’s title at company. eg- “Vice President of Engineering”
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$CreatorName
|
The name of the user who initiated this drip as listed in the program user file
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$CreatorInitials
|
The initials of the user who initiated this drip as contained in the program user file
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