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How to schedule manual emails?
How to schedule manual emails?
Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated over 2 years ago

Intent of the article -

This article explains how to schedule manual emails in Salesgear.

Schedule manual tasks -

It's now possible to schedule manual emails to reach your contacts at the right time. Here's how to schedule your manual emails -

  1. Click on the ‘tasks’ icon in the vertical side menu bar. You will see the list of tasks created on this page.

  2. Choose 'manual tasks' filter at the top.

  3. Click on the ‘start tasks’ button available above the list of tasks.

  4. You will view an editor with email subject lines and content. You can make changes to the content here.

  5. To schedule the email to be sent later, click on the clock-like icon next to the 'send and complete' button.

  6. Choose the appropriate date and time.

  7. Click on 'Schedule & Complete' to schedule your manual email.

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