1. Navigate to the Sales Pipeline
2. Locate the Deal Card
3. Click on the Deal Card Name
4. Click 'Send Email'
5. You Can Build an Email From Scratch
6. Or, You Can Use Our AI Email Builder
7. In This Example, We Will Use the AI Email Builder
Below, you can select your service and what kind of message you want to be made:
8. Once Ready, Click on 'Generate'
9. A Message Will Be Generated Based on Your Criteria
10. Click 'Copy to Message,' or 'Re-generate'
In this example, we will copy the message.
11. Click on 'Copy To Message'
12. Your Message Will Be Imported and A Green Notification Will Appear in the Top Right Corner
13. Click on 'Send' to Send the Email
14. A Successful Confirmation Message Will Appear at the Top of the Sales Pipeline
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.