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Leads
Form
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Document Templates
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Activities
Scheduler
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Client Portal 2.0
Invoices
Automation
Email Sequences
Email Templates 2.0
Integrations
Universe
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Wednesday Webinars
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Natasha Mcintyre
natasha.mcintyre123@gmail.com
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Current Workspace
My Nice Agency
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Refer and earn
Billing
What's New?
New Workspace
Booking Engine
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My Notifications
EMAIL
NOTIFICATION
Dashboard
Weekly summary of the sales activities and results
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Leads
When Lead is assigned to me
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When Leads Import is completed
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Customers
When Customer is assigned to me
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When Customers Import is completed
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When Customer Uploads a file in Client Portal
Documents
When Document is accepted by Client
When Document is declined by Client
When Document is viewed by Client
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When Document Email is viewed by Client
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When Scheduled Email is Sent to Client
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Invoices
When Invoice is viewed by Client
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When Invoice Email is viewed by Client
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When Recurring Invoice is sent to Client
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When Overdue Notice is sent to Client
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When payment is received for an Invoice
When Scheduled Email is Sent to Client
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Calendars
Reminder will be sent before 15 mins of calendar activity
When an activity is assigned to me
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When an activity that you are an owner of is updated by a team member
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When my assigned activity's status is updated by a team member
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Mailbox
When Scheduled Email is Sent to Recipients
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When Email is Opened by a Recipient
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