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Email merge fields for Opportunities

Three read-only reporting business objects allow you to include the current opportunity, prospect, and assignees in an email merge output process:

You can use fields from these objects in an email template and its corresponding selection query. Make sure to use the tablename.fieldname format (OppSalesContact.ProspectName), not the view name format (vBoOppSalesContact.ProspectName).

Output process example: email message

The following example is a simple new opportunity email notification to the Opportunity Owner.

Dear [OppSalesContact.Name],
The [OppSalesContact.OpportunityId] opportunity has been assigned to you.
The prospect's name is [OppSalesContact.ProspectName].

See Also

Installing Opportunity Management

Creating action plans

Copying action plans

Setting up reports and output processes


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