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Send the lead a Monday view of open deals by stage and value.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Send due personal lead follow-ups in the original email thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Follow up with interested leads and brief their sales rep on each result.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Send due prospect follow-ups and flag conversations needing a rep.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Send due prospect texts and leave results on reps' task lists.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.