MOS Tools
Milestone workflow console
Main · Draft-only
↻
Context
details
Review Contact
Research
＋
Communication
＋
Email
First Touch
Follow-Up
Offer Letter
Text
First Touch
Draft-only; copy into the texting tool after review. Follow-up and offer-letter texts are intentionally hidden for now.
Generate Documents
＋
Offers
Auto-detect from Pipedrive
ORRI — Overriding Royalty Interest
RI — Royalty Interest
WI — Working Interest
MI — Mineral Interest
Term — Term Assignment
Lease — Lease Offer
Generate Offer
Shorter offer-letter format. Generates PDF and attaches it to the Pipedrive Files area.
LOIs
Auto-detect from Pipedrive
ORRI — Overriding Royalty Interest
RI — Royalty Interest
WI — Working Interest
MI — Mineral Interest
Term — Term Assignment
Lease — Lease Offer
Generate LOI
Full LOI format. Select the LOI type before generating; auto is only the fallback.
Assignments
Coming soon
FedEx Label
＋
Contact → Milestone return label
Milestone → Contact outbound label
Both outbound + return labels
Priority Overnight
Standard Overnight
FedEx 2Day
I approve creating a real production FedEx label now for this contact and attaching the PDF/tracking to Pipedrive.
Preview FedEx Label (no PDF)
Defaults to the contact’s Pipedrive Location field. Most deal flow uses Contact → Milestone so they can overnight signed docs back to Tulsa.
Custom request
＋
Send custom request
Latest request
Ready
Idle
Choose an action. Dry run mode: no CRM writes, emails, FedEx labels, merges, or deletes.
Safe mode: emails never send; FedEx requires the checkbox above.