Recent runs
Sales
What went wrong
The CRM refused the login because the password was changed yesterday. Add the new password under connections, then try again.
Steps
Load open quotes, Done4 s
7 quotes older than 5 days
Draft follow-up emails, Done52 s
7 drafts in your tone
Log the activity in the CRM, Error6 s
Login refused
Send the emails, Paused
Agents act on their own within the rules you set. Anything with risk waits for a person.