Campaigns for contacts outside a deal
Select Campaigns in the sidebar to build an email sequence for CRM contacts who aren't attached to a deal. Enroll contacts from the campaign, from a CRM table, or from Sourcing results with Add to campaign. Each follow-up waits a set number of hours or business days, and a reply ends that person's sequence.
A unique email for every recipient
Add an Agent written email step, then write the instructions or start from Quick intro, Follow up, or Thank you. Lev Agent drafts a different email for each recipient from your instructions and what's in your CRM, while the subject stays as you wrote it. Edit any draft, re-draft it, or send yourself a test before launch.
Launch when you're ready
Enrolling recipients sends nothing, and the first email goes out only after you choose Send now and confirm. Recipients already live in another campaign or deal show as a conflict before launch, so no one receives two sequences at once. Filter recipients by status to see who is ready to send, waiting on a draft, active, or replied.