Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send member campaigns and record each send on the contact list.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Send member messages to selected groups and flag records needing attention.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.