Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
See failed SMS deliveries beside your campaign recipients, with a staff channel list of numbers and reasons that need follow-up.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Get a dated stock balance report in the request email thread, with movement totals and ledger gaps called out for review.
See question scores in your gradebook, with an email pointing out blanks and uncertain marks that still need your decision.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.