• Using Drag as a Helpdesk

  Customer support teams often use different platforms to manage incoming tickets. With Drag, you can handle these tickets (or emails) directly from Gmail. No more converting emails into tickets or tickets into Emails. This guide explains you how to turn Gmail into your new collaborative ticketing system with Drag. Contents: How to set up Drag as a Helpdesk Create boards to manage incoming customer inquiries (3-create-boards-to-manage-incoming-custFew readers

• Using Drag as a Sales CRM

  Sales teams often need to use a CRM + an email platform to manage their leads and convert sales. With Drag, you can say goodbye to losing time on context switching and stay right where the deals are closed: your inbox. This guide explains how to turn Gmail into your new lead management system with Drag. Contents: How to set up Drag as a Sales CRM Create Drag boards to manage incoming leads. CateFew readers

• Using Drag for Task Management

  Many tasks arrive as emails, and many emails generate tasks. So why would these 2 things be treated differently? Say goodbye to context switching and manage emails and tasks together in Drag boards, without leaving Gmail. This guide will run through the steps and best practices on how to use Drag as your task manager. Contents: How to set up Drag as a Task Management Tool Create Drag boards to manage tasks (3-create-drag-boards-to-manFew readers

• Using Drag for Customer Onboarding

  Managing customer onboarding requires at least an inbox, a calendar and a task manager. With Drag, you can manage them all directly from Gmail. This guide will run through the steps and best practices on using Drag to onboard your customers in the most streamlined way possible. Contents: How to set up Drag for Customer Onboarding Create Drag boards to track customer onboarding activities (3-create-drag-boards-to-track-customer-onboardFew readers

• Using Drag for Recruiting

  Managing recruitment tasks requires at least an inbox, a calendar tool, and a task management app. Sounds like a lot of context switching, right? But this is the part when you start managing job applications and recruiting pipelines without leaving Gmail. You can even manage the interview schedule in Google Calendar without having to use a separate tab! This guide will teach you the best practices on using Drag as your new Applicant Tracking System. Contents: How to set up Drag as a RecFew readers

• Using Drag with a Virtual Assistant

  Drag is broadly used to delegate emails and tasks with virtual assistants. Among the key benefits of using Drag for this use case are: Not needing to share your password with your assistant. Not needing to share your entire inbox (and other aspects of your inbox such as folders / labels structure) with your assistant. Being able to allow your assistant to reply to emails from your own email address. Being able to review your assistant's draft emails before they are actually sent. BeiFew readers

• Using Drag to manage Content Marketing Creation

  Marketing content creation is often an email-driven workflow managed in spreadsheets or task management software. With Drag, you can handle content creation directly from Gmail. No more copy pasting back and forth from email to management tool. This guide explains you how to turn Gmail into your new marketing content creation management system with Drag. Contents: How to set up Drag to manage Marketing Campaign content creation (1-how-to-set-up-drag-to-manage-marketing-campaign-content-crFew readers