Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Check campaign list rows and record each personalized email result.
Your mail merge from Excel uses your work mailbox, and a results workbook shows which recipient rows need attention.
Check merge fields and send approved campaign emails.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
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.