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Route relevant employer openings to their account owners.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Submit approved bids for new clients before their deadlines.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Send a next step in unanswered new business conversations when due.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.
Track first outreach to prospects and flag introductions needing follow-up.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Send approved partnership agreements to their signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
Share approved proposals with prospects and keep the sent details.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft a reply when a prospect declines a new business proposal.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
Prepare new business leads for outreach with tailored drafts.
Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.
Check work emails for contacts at new business accounts.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
Prepare verified contacts for new client outreach.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
Check a potential client's work email before outreach.
Get a checked work email in your research chat. See the employer domain and verification details, or why no match passed.