Add Phone Script

This is the screen where you enter the content for your Phone Script.

1.  Enter the name in the Phone Script Name textbox.

2.  Enter the description in the Phone Script Description textbox.

3.  Check the Active checkbox to make the phone script Active (available when working in the Contact Details).

4.  Enter and format the phone script content in the HTML Editor window.

    Use merge information in your content where appropriate. To insert a merge field in the email, place your cursor in the HTML Editor window on the line where you want to insert the merge. Click the Merge Fields drop-down to expand the drop-down and select the merge field you want to insert.

    Here are some important tips about the merge information. If the merge field option has “Account” at the beginning of it, then it is Account Holder/Site Owner data. If the merge field option does not have “Account” at the beginning of it, then it is Contact data.

IMPORTANT NOTE: Don’t click any buttons to format where you place your cursor before inserting a merge field. In other words, don’t center or format the text before inserting the merge field. If you do, the HTML Code for the formatting will keep the merge information from displaying correctly. You can format the text after you insert the merge field.

5.  Click the Save button to save the phone script.