Sales Pipeline
The email you write yourself
The pipeline email that goes out to the prospect when they enter a stage: subject, body and buttons authored by you, per project, per stage, per language.
To
The lead
Someone in your pipeline who has not become a client yet.
Posted when
When a prospect enters a stage you configured
A prospect enters a pipeline stage that has its notification email enabled for their project, whether they were created in it, edited into it, or advanced to it.
- You write the words inside
Everything between the greeting and the footer is yours, configured on the stage itself: the subject, the body and every button label, in each language you serve, with the prospect receiving the language of their project. It sends only where you enabled it, waits a minute so a quick correction cancels it, skips if the prospect has already moved on, and will not repeat itself for the same stage within seven days. The demo shows a first-response note with three buttons; the variant below is the same stage with none configured.
Enclosed
- Your subject and your body, per language
- Your buttons, each with its own label and link, or none at all
- Your branding, on your own domain
- Sent only on stages where you enabled it, at most once per stage per week
The variant
The same stage, with no buttons configured
Buttons are optional per stage, and a button missing its link or its label is dropped rather than rendered broken. A stage that is an update rather than an invitation sends the same email without the button row.
Previewed with demonstration data, under the identity of an organization using its own branding.
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