Sending and reminders: Use Send for your established invitation list. For a separate exploratory outreach, choose Review as the batch source; this does not touch people already marked Send. Copy up to 75 addresses, save its dated CSV, send the message, then record that Review batch as Sent 1. Later choose Sent 1 as the batch source for a reminder and record it as Sent 2. Mark opt-outs, explicit declines, and bad addresses Do not send; keep that record rather than deleting it.
| Decision / stage | Last sent | Name | Note |
|---|
Wednesday Lab invitation email
Choose a saved letter, adjust it if you wish, then copy it to your mail program. The manager does not send mail.