Drum

Look up the proposal Word merge fields for the opportunity or project’s referrer company and referrer contact. Put an equals sign in front of each field in Word (for example <code>=project.referrer_contact.name</code>).

<code>project.referrer.name</code> — the referrer company name; blank when no referrer company is set

<code>project.referrer.email</code> — referrer company email

<code>project.referrer.phone</code> — referrer company phone

- <code>project.referrer.name</code> — the referrer company name; blank when no referrer company is set
- <code>project.referrer.email</code> — referrer company email
- <code>project.referrer.phone</code> — referrer company phone

<code>project.referrer_contact.name</code> — the person who referred the work; blank when no referrer contact is set

<code>project.referrer_contact.email</code> — referrer contact email

<code>project.referrer_contact.phone</code> — referrer contact phone (mobile if set, otherwise office phone)

- <code>project.referrer_contact.name</code> — the person who referred the work; blank when no referrer contact is set
- <code>project.referrer_contact.email</code> — referrer contact email
- <code>project.referrer_contact.phone</code> — referrer contact phone (mobile if set, otherwise office phone)

These use the existing <code>project</code> context. You do not need a separate top-level merge field.

<a href="https://help.getdrum.com/en/articles/17243557-how-to-record-who-referred-an-opportunity-or-project">How to record who referred an opportunity or project</a>

<a href="https://help.getdrum.com/en/articles/9535428-quote-templates-and-quote-document-templates-in-drum">Quote Templates and Quote Document Templates in Drum</a>

Proposal Word merge fields for project.referrer and project.referrer_contact name, email and phone.

Proposal referrer merge fields

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Proposal referrer merge fields

Referrer company

Referrer contact

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