Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Send approved attendee messages and review address errors.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send scheduled guest invitations from the approved message.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.