Hello Pack experience, enhanced!
Save me time Find and keep clients
The Hello Pack sending experience has been enhanced to help you get what you really need from your customers.
The changes made include:
- Better Mobile and Email validation to ensure deliverability
- Warnings if the Hello Pack can’t be sent for any reason (like if you haven't selected anything in the Online Fact Find)
- You can now save your template selections as default in the Hello Pack, the same options will be toggled on each time, just click “Save as default”
- FileInvite templates you own and templates shared with you are now available
See the changes in action.
Send your clients a Hello Pack today.