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New Deal
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New Contact
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New Deal
Deal Title *
Contact
None
Value ($)
Stage
New Lead
Qualified
Proposal Sent
Estimate Sent
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Invoice Sent
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Order Placed
Order Confirmed
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Delivered
Notes
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New Contact
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Last Name *
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Prospect
Customer
Notes
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New Task
Task *
Type
Follow Up
Call
Email
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🔴 Urgent
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Related Deal
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Log Communication
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Text
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Note
Contact
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Deal (optional)
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Subject
Draft with AI
Message
Open in Mail App
Message
Call Notes
Duration (minutes)
Note
Send Email
AI Email Draft
Tell AI what you want to say
WHAT DO YOU WANT TO SAY?
Follow Up
Check in on estimate
Invoice Reminder
Payment outstanding
Introduction
New lead outreach
Order Confirmation
Order placed
Share Tracking
Shipment update
Thank You
Post-delivery
OR DESCRIBE IN YOUR OWN WORDS
TONE
Professional & Friendly
Warm & Personal
Concise & Direct
Formal
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REVIEW & EDIT
← Regenerate
SUBJECT
MESSAGE BODY
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Email Thread