District Client Outreach Tool

Email Setup

Pick your name — your HTML signature auto-attaches when sent.
Send Email sends silently from your Gmail and CCs info@csesgroup.com. The entry appears in the Sent Log below where you can add notes and log it to Airtable.

Preview

Sent Log  0

Move leads to Airtable when interest develops. Once a recipient responds with interest and you're moving toward a meeting, click Send to Airtable on that row to transfer the contact, subject, body, status, sender, and any notes you've added into your Sales Pipeline base. Notes you add here travel with the entry — the same ones you see in the log appear in the Airtable record.
When District Recipient Template Subject Status