Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
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 and report accepted sends.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Remind campaign teammates before assigned tasks are due.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.