Hi I wanna use this CRM for follow ups but I have multiple email accounts to send email from. Can it send emails from different sender mails? Will it send in New email every time or maintain continuous thread?
Hey! Yes it sure can! The emails are campaigns, however, if you want to engage in a thread you just need to jump into your gmail following the campaigns being sent.
Is there a way to set up project templates that contain tasks so that you don't have to create the same X number of tasks over and over again for projects that are the same every time?
@@sheetifycrm Just figured out how to do that but I see it only accepts the task names. Wouldn't it be amazing if you could paste a whole sheet of data and have task names, assignees, due date, and project name association?
Love it. Thanks for sharing
You're welcome :)
Awesome
Thanks!
Hi I wanna use this CRM for follow ups but I have multiple email accounts to send email from.
Can it send emails from different sender mails?
Will it send in New email every time or maintain continuous thread?
Hey! Yes it sure can! The emails are campaigns, however, if you want to engage in a thread you just need to jump into your gmail following the campaigns being sent.
Is there a way to set up project templates that contain tasks so that you don't have to create the same X number of tasks over and over again for projects that are the same every time?
Hey! You can. However, this would require you to copy and paste. It would be automatic.
@@sheetifycrm Just figured out how to do that but I see it only accepts the task names. Wouldn't it be amazing if you could paste a whole sheet of data and have task names, assignees, due date, and project name association?
@@harveytherobot Hey, yes you can do this! Once you filter you can copy and paste all the associated data.
How to assign tasks in Google tasks?
You cannot inside Google tasks. However, you can from Google Docs. I share how to do this in this tutorial.