FRONTLINE FINANCIAL
Welcome back
What would you like to do today?
Users
| Mobile | Role | Status | Created | Actions |
|---|
Privacy Link
Existing Client (Ambition Cloud)
Send Privacy Consent (SMS)
- 1Find and open the application in Ambition Cloud
- 2Click the Docs icon at the bottom
- 3Actions → Request Privacy Consent
- 4Set SMS = Yes, Email = No → Request Consent
Send Bank Statement Link
- 1Find and open the application
- 2Click the gear icon (bottom left)
- 3Select Send Message
- 4Choose 3 or 6 Months Bank Statements Request → Send
Email Campaigns
Verified domain:
@mail.frontline.financial✨ AI Assistant — drafts and edits your email & SMS
Tell me what kind of campaign you want and I'll draft it. You can keep refining with follow-ups.
Draft a check-in email about asset finance options for end-of-financial-year
Make the tone friendlier and shorter
Write an SMS teasing the email and inviting a reply
Email body editor — type freely, format with the toolbar · use 👁 Show Preview to see exactly what recipients receive
SMS preview (click to edit)
Your SMS will appear here.
0 selected · 0 contacts available
| First Name | Last Name | Company | Mobile |
|---|
AI recipient picker
Tell me who to include and I'll pre-tick them.
Only select Dean's contacts
Anyone with a company name
Contacts from CSV imports only
Sending to 0 contacts ·
0 with email ·
0 with mobile
Email
—
SMS
—
Recipients
0 selected
Contacts
0 selected
| First Name | Last Name | Company | Number | Source | Notes |
|---|