Account Brief for {{ACCOUNT_NAME}} Contact Us {{ORG_PHONE}} Worlds Away Headquarters {{ORG_STREET}} {{ORG_CITY}}, {{ORG_STATE}} {{ORG_POSTALCODE}} Prepared by: {{USER_NAME}} | Date: {{TODAY “MMM d, yyyy”}}

Account Brief - {{ACCOUNT_NAME \* Upper}} Industry: Phone: Website: {{ACCOUNT_INDUST RY}} {{ACCOUNT_PHONE} } {{ACCOUNT_WEBSIT E}} Address:{{ACCOUNT_BILLING STREET}} {{ACCOUNT_BILLING CITY}}, {{ACCOUNT_BILLING STATE}} {{ACCOUNT_BILLING POSTALCODE}} {{ACCOUNT_BILLING COUNTRY}} Primary Contact:{{CONTACT_NAME}} {{CONTACT_TITLE}} {{CONTACT_PHONE}} 2

CONTACTS NAMETITLEPHONE {{TableStart:Contacts}}{{First_ Name}} {{Last_Name}} {{Title}}{{Phone}} {{TableEnd:Contacts}} 3

OPPORTUNITIES NAMESTAGECLOSE DATEAMOUNT {{TableStart:Opptys}}{{Opport unity_Name}} {{Stage}}{{Close_Date}}{{Amount \# Currency}} {{TableEnd:Op ptys}} 4

CASES {{TableGroupStart:Cases:Type}} {{Type}} CASE #SUBJECTSTATUS {{TableStart:Case s}}{{Case_Numbe r}} {{Subject}}{{Status}} {{TableEnd:Cases}} 5