Hello everyone. I am looking for a way to automatically insert an agents name and/or phone # in a document/e-mail on the CMS Lead Management system.
For example, I know that: Hi {first_name} {last_name}, will automatically insert the leads first and last name here. Is there an {agent} or {phone number} version of these?
Also, if there are additional items that work like this I would love to know them all.
Thanks, Todd.

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