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welcome back to Callahan’s corner where
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you ask the questions handsome live
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right here on Facebook got another User
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submitted question uh in one of the
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Facebook groups for service autopilot um
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actually the client asking the question
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is actually a simple growth client so
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good news is we’ve already gone into
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taken care for him after reaching out
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first thing within uh probably about 20
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minutes this morning before uh 9 A.M so
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uh the question is a good one though so
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I wanted to actually go in and answer
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the question live here so I’m going to
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do is open up the screen and dive into
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this quick question
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um but sometimes a little tricky so if
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you’re not a simple growth client uh
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where we actually take care of manage
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update and provide all the content that
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you can customize inside your
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automations TurnKey uh this is probably
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a good question that you would actually
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want to see so uh question here is uh
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does anyone know how I can change the
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name that is showing up where the blue
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line is in
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um
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parentheses uh the name of the
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salesperson is no longer with us and
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she’s not listing the sales person or
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CSR an account can’t figure out where
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it’s populating so a great great
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question here what we need to actually
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do is go into the actual automation
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itself and click on that email and as we
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go in here it’s actually the user first
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name and last name
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um so that is what we’re going to do is
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go in and update that good news is I
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talked to Chap and I’ve had the simple
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growth development team actually go in
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and update that for him if you’re
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looking to find the actual codes if
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you’re doing it yourself we’d select
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select into an email document and body
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um otherwise we would go in and Link
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that in and then all the edits are
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happening on the document itself so it’s
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going to avoid you and your team having
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to go into the automations risking the
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chance of breaking them so once again if
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you’re looking to update on an email
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being sent out of an automation uh where
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who it’s being sent from we need to go
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into the automation itself see the email
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document body that is connected to but
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user first name and last name that’s
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being sent to is going to be updated
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there not on the actual document level
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so questions or comments please drop
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below uh Callahan’s corner you ask the
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questions we had some live right here on
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Facebook