Email Digest for Lifecycle Recap Reports
planned
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).
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).