Create editor intro and welcome email drafts for clients

When a deal moves into the editor stage, your client records often lack a timely intro or welcome message. Drafts are created and queued for review, so clients get a consistent welcome same day.

Overview

Stop manual editor introductions from slipping through when deals advance — this creates personalized drafts and tags clients for your email list so program coordinators can queue consistent welcomes. That means fewer onboarding gaps and ready-to-send messaging the same day a stage changes.