Sales Pipeline Merge Fields

Special merge fields are available to display sales pipeline and scheduled payment information.

Pre-Sale / Sales Pipeline

[[ActionSale_Probability]]

[[ActionSale_ExpectedSaleAmount]]

[[ActionSale_CurrencyCode]]

[[ActionSale_ExpectedSaleDate]]

[[ActionSale_LeadSourceNotes]]

[[ActionSale_MarketingMedium]]

[[ActionSale_MarketingEvent]]

[[ActionSale_LinkedQuoteOurReference]]

[[ActionSale_LinkedQuoteDescription]]

[[ActionSale_LinkedQuoteSalePurchaseId]]

[[ActionSale_LinkedQuoteDate]]

[[ActionSale_LinkedOrderOurReference]]

[[ActionSale_LinkedOrderDescription]]

[[ActionSale_LinkedOrderSalePurchaseId]]

[[ActionSale_LinkedOrderDate]]

[[ActionSale_Status]]

[[ActionSale_ActualSaleAmount]]

[[ActionSale_ActualSaleDate]]

Since there can be several expected payment records per action you can show these inside a repeat block as follows:

[[*REPEAT|data_source=action_sale_payment_schedule*]]

[[ActionSalePaymentSchedule_PaymentNumber|rn=*]]

[[ActionSalePaymentSchedule_PaymentDescription|rn=*]]

[[ActionSalePaymentSchedule_ExpectedAmount|rn=*]]

[[ActionSalePaymentSchedule_ExpectedDaysAfterSale|rn=*]]

[[ActionSalePaymentSchedule_ExpectedDate|rn=*]]

[[ActionSalePaymentSchedule_InvoiceDate|rn=*]]

[[ActionSalePaymentSchedule_InvoiceAmountIncl|rn=*]]

[[ActionSalePaymentSchedule_InvoiceAmountExcl|rn=*]]

[[ActionSalePaymentSchedule_InvoiceTotalAmountIncl|rn=*]]

[[ActionSalePaymentSchedule_InvoiceTotalAmountExcl|rn=*]]

[[ActionSalePaymentSchedule_DueOnStepName|rn=*]]

[[*REPEAT|END*]]