How to reconnecting with past clients?

Before Tracup dive into deeply, Tracup has a sales template here that users can access to give their inspiration on what they can do.

Within the Tracup platform, users like to think of their templates as being like a diving board for jumping into the pool.

So it gives users a lot of inspiration and then they can take that template and tweak it to fit their very specific use case, and make it excellent for them to add this template they’re going to.

Users can search for ones that are best for them. Once they find something that really works for them. They can save that and use it over and over.

Tracup has lots of different sales ones that they can look at from account management.

Tracup has an entire webinar on CRM so users are going to use this account management template to get started when they click the use template they can just add this folder. They’re going to use this one they’ll give it a nice name.

The Template Default

Here are four custom fields shown in default:

Kindly Tips for Users

Take Notice of these Four Things:

1. Two same custom fields are not allowed in the same workspace, and are shared in the same workspace

2. Maximum 30 custom fields in one workspace

3. Default to show 4 custom fields on the list view

4. When choosing a new project template, the user has already created the same customer field and they cannot share the same name in Tracup. Tracup project template will set these two same fields by default. If users have set some special setup in this custom field, Tracup will generate the same name and add label (1) behind the title in default.

Read more: https://tracup.com/blog/How-To-Reconnecting-With-Past-Clients-Email-Template

Media Contact
Company Name: Tracup
Contact Person: Jon W
Email: Send Email
Country: Singapore
Website: https://www.tracup.com/