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Categories Automation
Created by Guest
Created on Jan 29, 2024

Ability to review automated emails for quote follow up before they're actually sent

with the new automation of follow up emails it would be good if the sales managers are able to see a list of the follow up email targets beforehand so they can sanitize them before the emails are sent - just in case there is a reason a follow up shouldn't go through.....could be you've spoken on the phone, your waiting for some additional information

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