Using Drag as a HelpdeskHow to set up Drag as a HelpdeskHow to operate Drag as a HelpdeskPro tips
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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 bAlguns leitoresUsing Drag for Customer OnboardingHow to set up Drag for Customer OnboardingHow to operate Drag for Customer OnboardingPro tips
Articles on: π Use Cases Tutorials
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 boardsPoucos leitoresUsing Drag as a Sales CRMHow to set up Drag as a Sales CRMHow to operate Drag as a Sales CRMPro Tips
Articles on: π Use Cases Tutorials
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 boarPoucos leitoresUsing Drag for Task ManagementHow to set up Drag as a Task Management ToolHow to operate Drag for Task ManagementPro tips
Articles on: π Use Cases Tutorials
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 (1-how-to-set-up-drag-as-a-task-mPoucos leitoresUsing Drag to manage Content Marketing CreationHow to set up Drag to manage Marketing Campaign content creationHow to manage marketing content creation with DragPro tips
Articles on: π Use Cases Tutorials
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.
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How to set up Drag to manage Marketing CamPoucos leitoresUsing Drag for RecruitingHow to set up Drag as a Recruiting SoftwareHow to operate Drag for RecruitingPro tips
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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 usingPoucos leitoresUsing Drag with a Virtual AssistantHow to set up Drag for email delegationHow to operate Drag with a virtual assistant
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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 addPoucos leitores