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AnnouncementImprovement
6 months ago

New Property Address and Value Fields available in Email Templates

We’re excited to announce a new enhancement to the email templates in Nexus CRM! To help you create more professional and relevant email communications, we’ve added new property address fields that can be seamlessly integrated into your email templates.

What’s New?

You can now include property address details directly from the opportunity and your account into your email templates. This update allows you to:

  • Personalize your emails with specific property details.
  • Provide relevant and professional information to your clients.

Where to Use These Fields

The new tags are available in the following areas:

  • Admin > CRM Settings > Email Templates
  • CRM Email Templates (everywhere merge tags can be added)

New Fields Available

You can now include up to three property details from the opportunity in both the email body and subject lines using these additional fields:

  • {{property_address1}}
  • {{property_value_1}}
  • {{property_address2}}
  • {{property_value_2}}
  • {{property_address3}}
  • {{property_value_3}}

Once added, these fields will be automatically rendered from the opportunity's financials > Assets-Real Estate, in the emails sent to your clients, ensuring a personalized and professional touch.

Get Started

Simply navigate to Admin > CRM Settings > Email Templates to start using these new tags. Whether you’re creating new templates or updating existing ones, these fields are designed to help you deliver better client communication.

We hope this enhancement makes your email templates even more effective. If you have any questions or need assistance, feel free to reach out to our Nexus Product Team via the Idea portal.

Thank you for your continued feedback and suggestions!

Avatar of authorBen Bozorg