Email Digest for Lifecycle Recap Reports
complete
B
Bernardo Gonzalez
Business Problem
Owners and managers require regular updates on lifecycle progress to monitor performance and make data-driven decisions.
Use Case
Sales managers receive weekly summaries of lead progression and stage conversions to evaluate the effectiveness of sales strategies and adjust tactics accordingly.
Desired Outcome
Automated Email Digests: Develop a system that automatically compiles lifecycle recap reports and sends them to designated users on a scheduled basis (e.g., daily, weekly, monthly).
N
Nabilah Binti Salleh
complete
Introducing weekly recap emails — your Monday morning boost! 🚀
We’re excited to roll out the new
weekly recap email
— a snapshot of your workspace’s conversations, response times, and Lifecycle conversions, delivered straight to your inbox every Monday at 9AM
.See how conversations progress across the Lifecycle, spot trends with visual indicators, and make better decisions—faster.
Haven’t used Lifecycle yet? It’s now available on all plans to help you automate Contact journeys and get the most value from your weekly recap email.
📈 Stay informed, stay ahead.
S
Shi Hui
in progress
S
Shi Hui
planned
Jerry (CEO)
Merged in a post:
Daily/Weekly Email Digests
Jerry (CEO)
Enable users to receive daily, weekly, or monthly data summaries in their inbox.
## A Digest Email is a summary email sent from an application on a regular schedule (usually daily or weekly).