Have an agent phone number merge tag in SmartPlans
It would be extremely helpful if we had merge tags for agent phone numbers in SmartPlans. I work on a team, and I have to create duplicate smart plans for each agent, with the only difference being their cell number. If we can have merge tags for agent names, why not phone numbers too?
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LABS Team commented
The Smart Plan Simple Email Type does not provide a Merge.Tag for Agent.Phone.Number; this would be greatly useful for Team-based Agents who want to utilize Smart Plans & have their appropriate signatures utilized with their phone number.
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LABS Team commented
Smartplans have merge fields that pull from the Marketing Profile. We need merge fields with the agent phone number and DRE number. This makes it easier for Team smartplans, so each team member doesn't need their own smarplan. ?