Opportunities
The Opportunities page allows you to track your progress with current deals and potential leads. You will also be able to see the value of
The Opportunities page allows you to track your progress with current deals and potential leads. You will also be able to see the value of
The activities page shows all your recent actions, including notes, phone calls, meetings and emails sent to contacts or organisations, as well as upcoming tasks
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
The organisation page lists and details all the organizations in your Jeffrey AI workspace, detailing their contact details, location, industry, and more. You can view
When you’re creating new business, it is important that you can keep on top of all your leads and avoid letting deals slip away. The
In the mailbox you can see all your inbound and outbound emails to every contact including engagements and AI responses. The Mailbox page is accessible
Login When you first access Jeffrey AI, you will first face this screen. From here you have the option to do one of the following:
General Features in Jeffrey AI Once you log into Jeffrey AI, you will find there are some features that are shared across pages so that
The notifications tab is a page you can use to keep updated with everything going on in your JAI workspace, from changes to contacts to