Referencing Target Companies and Finding Local Comparables

·

What is the best way to reference a target company to an identifier, then, give recommendations for comparables within the same location?

· Sorted by Oldest

Omar D.
·
·
"Hi {Target SMA Company} I’ve identified a great potential partner for you at the upcoming event: {SDP company} at Booth {987}. If they’re unavailable, here are two other excellent options: {EPC company} at Booth {654} {PMC company} at Booth {321} Let me know if you’re interested in setting up an introduction! Best regards, Omar Diaz” -I'm trying to do this, but have had challenges. I want to reference the company name, instead of the 3 letter code. I tried concatenate and it got me closer, but no avail. Trying to use strictly formulas and Text. Let me know how to please!
Omar D.
·
·
Thanks Arturo, I'm going to try this. I was using formulas before and "Match" but was getting inconsistent results. I will hit it back up again shortly.

Omar D.
·
·
"Hi {Target SMA Company} I’ve identified a great potential partner for you at the upcoming event: {SDP company} at Booth {987}. If they’re unavailable, here are two other excellent options: {EPC company} at Booth {654} {PMC company} at Booth {321} Let me know if you’re interested in setting up an introduction! Best regards, Omar Diaz” -I'm trying to do this, but have had challenges. I want to reference the company name, instead of the 3 letter code. I tried concatenate and it got me closer, but no avail. Trying to use strictly formulas and Text. Let me know how to please!
Omar D.
·
·
Thanks Arturo, I'm going to try this. I was using formulas before and "Match" but was getting inconsistent results. I will hit it back up again shortly.