Automating Email and SMS Notifications

🔹 In the Email & SMS Automation tab, set up automatic messages for different stages of the sales process.
🔹 Choose templates for:

• Welcome Emails – Sent when a lead is created.
• Meeting Reminders – Notify both sales reps and customers.
• Payment Confirmations – Sent when a deal is closed.
  🔹 Define triggers based on lead status changes, purchases, or customer interactions.