Hi,
I need to send automated summaries of Potentials at certain points. However, I also need to include the Potential client contact info as part of this. From a Potential email template, I only see access to User, Potential, and Account fields. I have tried manually inputting #{Contact.Phone} but the field is ignored on the output. How can I access this information (a simple join) in a Potentials email template? Thank you!