Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Show which imported leads still need a personal follow-up.
See which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
Mark leads contacted after your first email and flag follow-ups.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.