Use contact salutations in Teamleader Focus : Teamleader Focus

The way you address your customers in your email defines the tone you want to set for your business. Teamleader Focus makes it easy for you: just define the desired contact salutations, use the correct hashtag in your email template, and you’re set! You can find everything there is to know about contact salutations in this article.

Contacts salutations are for example used at the beginning of emails to address the contact. You can personalize them in the settings. They can be very useful and help you set the tone of your business with your customers.

Examples are: “Sir”, “Dear”, “Hi”…

How do I set it?

Go to Settings > CRM > Preferences > Manage contact salutations.
Here you can add, remove or change the order of the contact salutations.
Now go to Contacts > Select a contact > click on the pencil next to “Contact information” > choose the contact salutation you want and save the changes:

Add contact salutations to your templates

You can also use the title in almost all of your document templates. Simply add the shortcodes to your document and the info will appear. You can find more info about how to customize your templates in Teamleader Focus here.

This chart shows you the documents, the corresponding salutation shortcodes and their meaning.

DOCUMENT TYPE	SHORTCODE	INFO DISPLAYED
Quotation	CLIENT_SALUTATION	Salutation of the client
	CONTACT_SALUTATION	Salutation of the contact
Invoices	CLIENT_SALUTATION	Salutation of the client
	CONTACT_SALUTATION	Salutation of the contact
Time tracking report	CLIENT_SALUTATION	Salutation of the client
	CLIENT_CONTACT_PERSON_SALUTATION	Salutation of the contact
Delivery note	CLIENT_SALUTATION	Salutation of the client
	CLIENT_CONTACT_PERSON_SALUTATION	Salutation of the contact

Once you have added this shortcode to your document, the title you chose for a contact will be shown on it.

Note: You can also use the variable #CONTACT_SALUTATION in your templates for quotation introduction text.

Add contact salutations to your emails

Go to Settings > Email > Template for regular mails. The hashtag for the contacts salutations is #SALUTATION. Make sure to put the hashtag where you want the salutations to be displayed in the email and save the changes.
Now click on the email address of the contact you want to send an email to. Select the template containing the salutation hashtag. The hashtag will be replaced by the info you wanted, including the salutation: