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Raichel.aiEstimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!
Raichel.aiYour Documents help you establish clear terms for customers with the help of automation can create a streamlined onboarding process. However, to help you ensure the customization is correct and ensure high quality, we’ve added a Draft feature to this action.
Raichel.aiAdding extra recipients to your emails helps you ensure efficient communication and that all participants are updated at once. However, this flexibility was lacking in the Email Action. So, we’re glad to introduce the CC and BCC Options for the Email Action in workflows.
Raichel.aiEvery lead matters in business. You don’t want potential opportunities slipping away and costing you revenue. With automated workflows, you can maximize leads generated through the Prospecting Tool or embedded widgets effortlessly. Ready to see how it works? Let’s dive in.
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