Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send approved prospect emails and avoid duplicate sends.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Email approved prospect lists and mark skipped contacts.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Answer item availability requests with a current page check.
Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
Flag prospect invitations that overlap scheduled sales meetings.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.