This information is updated in close to real time (within 10 minutes usually) as information about the customer is updated.
Merge Fields
SM_JOBDATE: The date on the primary job of the opportunity for the customer.
SM_BRANCH: The name of the branch on the primary job of the opportunity for the customer.
SM_CPEMAIL: The email of the associated company, potentially overriden by the branch's settings if set.
SM_CPNAME: The name of the associated company, potentially overriden by the branch's settings if set.
SM_CPPHONE: The phone number of the associated company, potentially overriden by the branch's settings if set.
SM_SVCTYPE: The service/job type of the opportunity for the customer.