File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Email training webinar attendees the approved follow-up individually.
Your webinar mail merge sends personal emails to attendees, then shows you who you emailed and who needs attention.
Introduce training services to approved employers using a sourced priority.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Send approved training proposals to prospective clients for review.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved training agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.