Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Remind campaign owners about due work and list unanswered assignments.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Send approved campaign emails and see which contacts need attention.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved campaign emails and review each recipient's result.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved campaign emails on schedule and review the results.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Send approved campaign copy to eligible contacts and return a send log.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.