new
improved
Prospecting π
π Prospecting Tool - Share Marketing Audit Reports via Email & SMS within Accounts
Weβre thrilled to introduce the new Communication feature. Users can now send audit reports to prospects via Email and SMS, directly from the Prospecting Tool.
π₯ What's New?
- Seamlessly share reports through Email or SMS directly from the Prospecting Tool.
- Option to select an existing contact or create a new one before sending.
- Choose from predefined templates or customize messages before sending reports.
- Get a notification once the report is sent.
- Easily follow up with prospects through the Conversations tab.
- Alternative option to share the report link instead of direct messaging.
π How to get started?
- Navigate to the Marketing -> Prospecting Dashboard inside Accounts.
- Click the Share Report button.
- Select either Email or SMS mode.
- Search for the Contact by name, phone, email, or business name to whom you want to send the report.
- If the Contact is not found in the search, click Add Contact to add them directly from within the Prospecting Tool.
- A pre-defined Email and SMS template is available, with customizable subject and message body.
- Validate all the details before sending.
- You can continue the follow-up in the Conversations tab.