How do CSR and Producer fields work?

Producer and CSR data was initially introduced during the integration with your BMS. Each client has their own associated Producer and CSR, and we recognize them either through the use of codes, or whether they are labeled as Account Executive or an Account Representative.

During the sync, CSR and Producer data is added in the form of custom fields to the contacts transferred during the sync. These CSR and PRD fields can then be used as merge tags in emails, for example, in the signature portion.




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