You can use this App to view, organize, and edit all Notes related activities. Edition Qualifier: The filter feature is available in all Servis.ai Editions.
The Event Logs page can be used to view, organize, and edit all activities within Servis.ai. However, if you would like to focus on attachments
The Tasks Activity type App is a unique tool that stands out with its extensive range of powerful settings and customization options. These features are
My Scheduled Emails allows you to schedule composed emails to be sent at a later date and time. You can access your list of scheduled
By pairing your email address in Servis.ai, you can send emails to your Contacts directly from Servis.ai. You can send emails automatically or in bulk
This feature lets you send the same email to multiple records within any app. You can customize the settings to control which apps can use it
Emails are a key part of Servis.ai, making communication and outreach more efficient. Within the platform, you can create templates for consistent messaging, run email
Monitoring email Engagement is essential for evaluating and enhancing individual and campaign performance. Key metrics to consider include: Open Rates: Gauge the effectiveness of your subject
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