Greeting for chat
Hello, my name is {formtext: name=Advisor Name; default=Teresa} and I'm part of the QuickBooks Business Advisor team from {formtext: name=Location; default=Tempe, AZ} today.
Can I start off by getting your name, email address, and phone number while I catch up on your previous chat, please?
Name:
Email: {formtext: name=Client Email}
Phone Number: {formtext: name=Client Phone}