Copy of snippet "Customer Context Lookup"

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Customer Context Lookup

Customer: {formtext: name=query}

**Account Details**
Company: {formtext: name=company}
Plan: {formmenu: name=plan; values=Free,Pro,Enterprise}
ARR: ${formtext: name=arr; default=0}
Health Score: {formmenu: name=health; values=1,2,3,4,5,6,7,8,9,10} /10 {if: health < 6}:warning: At Risk{endif}
Account Owner: {formtext: name=owner}

{note}Paste this into Slack/email after filling. For FDE role, I’d typically pull this from Salesforce via API.{endnote}