Assigning tasks to specific contacts in JeffreyAI allows you to keep track of activities and ensure they are managed by the appropriate team members. Here’s...
How to Create and Manage Support Management on JeffreyAI With JeffreyAI, you can easily assign support management Tickets related to specific contacts or...
The Groups section in JeffreyAI enables you to organise and link contacts, saving time by allowing you to send messages to multiple contacts simultaneously....
The activities page shows all your recent actions, including notes, phone calls, meetings and emails sent to contacts or organisations, as well as upcoming...
If you’re a company that sells goods, you can make use of the product and services page of Jeffrey AI, which will list and details all the goods you have...
What Are Engagements in an Automation Platform? In an automation platform, engagements refer to the set of automated actions and interactions designed to...
Engagements are a crucial tool to help you effectively reach out to potential contacts, filter out potential leads, and pursue an opportunity. They are email...