Hi Everyone,
I'm trying to use the Contact Name in an email Message Template(email template) that's being sent through a Business Process using Custom Templates, but I'm unable to get the macro to populate.
In my record, the Lead has a Contact associated with it (as shown in the first screenshot). While editing the message template, I selected Lead → Contact → Full name as the macro (second screenshot).
However, when the email is sent, the Contact Name is not populated in the email.
Has anyone successfully used the Lead's Contact Name in a custom message template triggered from a Business Process?
Is there a specific macro or configuration required to access the Contact name in this scenario?
I've attached screenshots for reference. Any guidance would be appreciated. Thanks!
Screenshot 1: Lead record showing the Contact field.
Screenshot 2: Macro selection using Lead → Contact → Full name.
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