LiV | A smart AI assistant for Elivated.

My Pending Reminders

Multiple Projects

Select Contact (Live Search)*

Service Type*

Deal Value ($)

Select Client (Live Search)*

Service Type*

Deal Value ($)

Select Client (Live Search)*

Multiple Services

Service Type*

Deal Value ($)*

Create Options:

Create Cloze Project (Always Enabled) Also Create Agreement (PandaDoc) Also Create Invoice (QuickBooks)

Name	Email	Title	Role	Actions