Cloze Relationship Management

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Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays