Automations
Workflow Automations
Enable automations to streamline your processes and save time.
New Lead Follow-up
Automatically send a welcome email and suggest a next action when a new lead is created.
Auto-log Touchpoints
When enabled, will automatically log email and call interactions with leads. (Coming soon)
Proposal Reminders
Send reminders for proposals that haven't been viewed after 3 days. (Coming soon)