Content for opportunities allows you to add custom text and messages to specific fields in this area. This article lists the available content fields, where they display within the system, and how to edit the information associated with each field.
Default content is the last bullet point on the relevant content names that have default content. The merge fields are within the curly { } brackets. Text within the square [ ] brackets is plain text, not merge fields. You can delete entire merge fields, but you cannot add merge fields that are not included in the default. You can edit any plain text. Make sure you remove any square brackets when updating the content.
- Navigate to the Opportunities page and click Content in the left-side menu.
Opportunities Content
Opportunities Email Body
- Content used in the body of the email when an opportunity letter is sent.
- Default content: Please find the engagement letter attached.
Opportunities Email Subject
- Content used in the subject line of the email when an opportunity letter is sent.
- Default content: Engagement Letter.