Overview

Every email Quandri prepares for you has two options: Send or Mark Complete. Use Mark Complete when the client does not need this email, either because you already reached them another way or because no contact is needed at all.

When to use each option

Mark Complete reasons

Pick the reason that matches how you handled the client:

• No contact needed — no outreach to the client is required.
• Already in communication — you have already talked to the client.
• Called — you spoke with the client by phone.
• Texted — you reached out to the client by text.
• Mailed — you sent the client a physical letter.

Why the reason matters

The reason records how the client was contacted, so the account shows the full picture even when the email was not sent.

How to mark an email complete

1. Open the email in Quandri.
2. Click Mark Complete.
3. Choose a reason from the list.
4. Confirm. The email is closed out and the reason is saved.

Status Types in Connect

Connect uses a status system to track email progress and actions. There are three status options available:

Completed

• Meaning: The email has been marked complete with one of the reasons the reason is visible if you click into it 
• Action Required: None - the email process is complete

Email Sent 

• Meaning: The email has been successfully sent to the recipient
• Action Required: None - the email process is complete

Review

• Meaning: The email is ready for review and sending
• Action Required: Review the email content and send when ready

Using Status Filters

You can also use the dropdown to filter emails by specific status (click each one to see all), and even combine with other filters to create more targeted views. For example, the below is filtered by emails assigned to Katherine Williams and emails with the Status ‘Review' allowing you to filter out what is has already been completed.