Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Check saved contact groups before sending approved mail merges.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Check contact details and suppressions before campaign emails go out.
Your mail merge uses a saved contact group, sends personalized emails from your mailbox, and reports every send, skip, or failure.
Reconcile campaign delivery with sales lead records.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Check lead scores and send eligible contacts to sales once.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.