Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send each new referral a relevant first email and record the follow-up.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Draft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Send a first answer to new leads and flag questions needing a personal reply.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Draft prospect replies that avoid unsupported offers.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.