List Customer Charges

Configuring the Step Type

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  • Email Address: Enter a default value for the email address

Note:

  • Default Values or Empty: There is no need to specify a default value and the field can be left empty for the Rep to fill in.
  • Dynamic Variables: You can use dynamic variables for the value by clicking the “+” icon on the right. That will show you all the variables that are available for you to use.
  • Hidden: If you’d like not to show the field to the Rep, then add a default value and select the “Hidden?” checkbox.

Example Use Case in Sidekick

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