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 targeted digests and record which items each reader received.
Your readers get short updates on the topics they chose, while your workbook tracks which items have already gone out.
Send personalized emails to eligible contacts and track skipped rows.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Send personalized campaign emails and flag bad contact rows.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.