Improve Your Sales Pipeline Automation for Teams

How to create outlook signature

Hello, Teams! Did you know Gmelius integrates Trello-like project parts directly into your inbox? Once you sign up to Gmelius, they'll be sitting just right there on the left sidebar of your inbox. You might be wondering what are the best ways of using our boards? How can they optimize team collaboration? And how can they help you efficiently manage project and clients without leaving your inbox? I'm Lina, the Product Marketing Manager here Gmelius and in this video, we'll go through several use cases highlighting how teams of all sizes are using our boards. Let's take a look at how John and his team are doing this to organize their project and client communications. John can turn their shared labels into boards giving everyone a clear visual of conversations, and allowing him as the manager to easily stay on top of their pipelines. Now each team member of his team has a dedicated column summarizing their open and pending tickets. To assign an email simply drag-and-drop it from one column to another. Your new boards will also let you view and download email attachments directly from a task card. With the new compact view option you'll have a clear snapshot of your pipeline's bigger picture. You can also transform a non-ticketing label into a board. Let's look at John's example. He has the "New hires" label shared with his colleague Sarah. Sarah is responsible for onboarding new team members and John as the manager just wants to be kept in the loop. It's a visual pipeline to help you get things done where each step has its column. From the inbox column to the actionable to-do list, to the tasks that are in progress or pending, and to the closed column - once the task is completed. You may ask but what if I want to create a board from scratch? And that's a good point. Gmelius' boards give you a choice between three board types. You can create a ticketing style board that easily tracks your team's assignments whether that's your help desk style shared inbox or multi-department team project. You can also create a personal board to manage your assignments and work requests. But you can always choose to share a board with your teammates to keep everyone in the loop. Last but not least, you can create an empty board and customize it ingly to the team's workflow. Once you create a board you have tons of options. Boards include smart columns which allows you to take actions based on your instructions. For example, if a card is dragged to a chosen column, it can be automatically assigned to a chosen teammate. If you need to refer someone to a specific card on the board, you can easily copy the link and share it in the preferred platform. Gmelius makes it easy to quickly access your most important boards. Simply mark a chosen board as your favorite and it will appear on the left sidebar of your inbox. Soon enough you'll have your version of a perfect board. You can save it as a template and easily duplicate your success on your upcoming projects. To help you keep track of it, Gmelius includes a robust notification system, and the live feed synced in real-time with all your inbox activities. You can choose which notifications you would like to receive. You will find them in the Gmelius' sidebar and never again you will miss out on any of your team's actions. As you can see, Gmelius is all about making your team workflows more efficient and transparent. You can save time, track your company's workflows, and get things done more easily as a team.