Project leads details Microsoft Word template

Default template

Default Microsoft Word template: ProjectLeadsDetails.dot
Upload feature category: Project Leads

About bookmarks and mail merge fields

• All bookmarks and mail merge fields are optional.
• There's no limit on the number of times that bookmarks can be repeated. For example:
  • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
  • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General project information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

Mail merge table - Lead stages

Merge table start and end tags: LeadStage

• LeadStageLevel
• LeadStageDate
• LeadStageEstimatedCloseDate
• LeadStageAmount

Mail merge table - Project lead directory (companies and contacts)

Merge table start and end tags: LeadDirectory

• ContactName
• ContactTitle
• ContactMobilePhone
• ContactEmail
• CompanyName
• CompanyAddress1
• CompanyAddress2
• CompanyCity
• CompanyState
• CompanyZipCode
• CompanyCountry
• CompanyPhone
• CompanyFax