Hi there,
I've searched and done some trial-and-error to figure this out, but can't find the solution.
This doesn't connect the Region name to the related Lead, but Region isn't listed as a placeholder option under Lead.
What am I doing wrong?
Thank you!
Scott
I've searched and done some trial-and-error to figure this out, but can't find the solution.
- I have a custom entity called "Region"
- I have populated several entries under Region so I can select one when creating a new Lead.
- Regions have Many-to-Many relationships for Accounts, Contacts, Leads, and Opportunities.
- I've updated the Layouts for each Detail view (for Accounts, Contacts, Leads, and Opportunities) so the Region field is selectable.
- I'm trying to create an email template to send messages to Leads that references the selected Region for a Lead, but I can't figure out how to get the Region to show up as a placeholder. It displays as its own entity but doesn't populate in the email.
Code:
Hi {Lead.firstName}, I'm reaching out in attempt to find a contact in the {Region.name} area.
What am I doing wrong?
Thank you!
Scott
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