Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Accounts 🔍

We’re thrilled to introduce the new Communication feature. Users can now send audit reports to prospects via Email and SMS, directly from the Prospecting Tool.

• 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 customise 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.

1. Navigate to the Marketing -> Prospecting Dashboard inside Accounts.

2. Click the Share Report button.
3. Select either Email or SMS mode.

4. Search for the Contact by name, phone, email, or business name to whom you want to send the report.
5. If the Contact is not found in the search, click Add Contact to add them directly from within the Prospecting Tool.

6. A pre-defined Email and SMS template is available, with customisable subject and message body.

7. Validate all the details before sending.
8. You can continue the follow-up in the Conversations tab.

Start leveraging this feature today to improve prospect engagement and conversions!🚀