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Scheduling Manual Emails

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated today

Salesgear allows you to schedule manual emails so they’re sent at the right time you want.

  1. Go to Tasks.

  2. Select Manual tasks as task type at the top.

  3. Click Start tasks above the task list.

  4. An email editor will open where you can review or update the subject and content.

  5. To send the email later, click the clock icon next to the Send & Complete button.

  6. Select the desired date and time.

  7. Click Schedule & Complete to schedule the email.

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