Intermediate
Review communication and prepare outreach
Communication groups the records your team works with and the conversations that result. Start with review, then choose a specific authorized action. Sending…
Email and messages
Review conversations, write an email and understand bulk messages.
Advanced
Review an email before sending
The email composer opens for a lead through a Send Email action. You need the intended lead, a configured sending identity, and permission to contact the…
Intermediate
Understand a bulk message request
A message batch page follows one existing Communication request. Open it from that request’s activity link with permission to view the associated workspace…
Beginner
Save samples of your email writing style
My Email Voice stores your own writing samples for AI-generated emails. Samples belong to your account in the current workspace. They guide style while current…
Beginner
Compare email-provider cost scenarios
Compare Providers estimates email-provider costs for a common scenario and can model a mixed-provider allocation. It is a planning tool, not a sender-routing…
Beginner
Review an email provider and estimate a scenario
An email provider detail page explains one provider’s catalog capabilities and estimated costs. Open it from Email Providers or the comparison table. This…