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Send a due lead follow-up in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Answer prospect replies and flag the conversations ready for a meeting.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Add rejected client proposals to your task list with the reviewer's reason.
Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.
Reopen quiet deal talks with a next step tied to the prospect's question.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.