1. Account Brief – {{ACCOUNT_NAME}} Address: {{ACCOUNT_BILLINGSTREET}} {{ACCOUNT_BILLINGCITY}}, {{ACCOUNT_BILLINGSTATE}} {{ACCOUNT_BILLINGPOSTALCODE }} {{ACCOUNT_BILLINGCOUNTRY}} Address: {{ACCOUNT_BILLINGSTREET}} {{ACCOUNT_BILLINGCITY}}, {{ACCOUNT_BILLINGSTATE}} {{ACCOUNT_BILLINGPOSTALCODE }} {{ACCOUNT_BILLINGCOUNTRY}} Prepared by {{User_Name}} on {{Today}} Primary Contact: {{CONTACT_NAME}} Phone: {{CONTACT_PHONE}} Email: {{CONTACT_EMAIL}} Primary Contact: {{CONTACT_NAME}} Phone: {{CONTACT_PHONE}} Email: {{CONTACT_EMAIL}} Industry: {{ACCOUNT_INDUSTRY}} Phone: {{ACCOUNT_PHONE}} Website: {{ACCOUNT_WEBSITE}} Industry: {{ACCOUNT_INDUSTRY}} Phone: {{ACCOUNT_PHONE}} Website: {{ACCOUNT_WEBSITE}}

2. Contacts NameTitleEmailPhone {{TableStart:Contacts}}{{First_Na me}} {{Last_Name}} {{Title}}{{Email}}{{Phone}}{{TableEnd: Contacts}}

3. Opportunities Amount: Stage: Close Date: Opportunity Name {{Opportunity_Name}} {{Amount \# Currency}} {{Stage}} {{Close_Date}} {{SlideRepeat:Opptys}}

4. Cases – Grouped by Status {{TableGroupStart:Cases:Status}} {{Status}} Case #SubjectType {{TableStart:Cases}}{{Case_Nu mber}} {{Subject}}{{Type}}{{TableEnd:Cases}}