I am growing extremely fast and I find myself constantly pivoting and improving our copywriting. I want to stay on top of pipeline opportunities by sending follow up emails to nurture relationships but I constantly forget what my template being used is.
To save time from having to go check what template is configured during a stage, I'd like to request for a feature to add a "prompt for user approval" before a pipeline automation email is sent out.
Ideally, this can be a notification which showcases the drafted email ready to be sent and I just click send.
The pain point I'm struggling with is wanting to use automations for follow ups but I constantly forget what template is being used and I want to avoid the wrong communication sent to a new opportunity.