Project leads details Microsoft Word template
Related information
Related topics
Default template and upload category
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Default Microsoft Word template: ProjectLeadsDetails.dot
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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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.
Bookmarks
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Mail merge table
Lead stages
Merge table start and end tags: LeadStage
- LeadStageLevel
- LeadStageDate
- LeadStageEstimatedCloseDate
- LeadStageAmount
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