Better Proposals

Learn to use Nudge for setting follow-up reminders, managing statuses, and staying proactive with client communications.

How to use Nudge to stay on top of your follow-ups

A Nudge Campaign is a series of scheduled reminders for document follow-ups, ensuring timely client communication and increased engagement.

Assign Nudge Campaigns to templates and documents to automate follow-up reminders.

Learn how to set up your default email application for sending follow-up emails using Nudge, ensuring seamless client communication.

Learn all about Nudge and how to follow up 

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