Skip to main content

How to go reconnecting with old clients email template?


Users can use the Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

How to reconnect 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.

Tracup_task_status_template

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

Tracup_task_type_template

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.

Tracup_custom_field_in_this_template

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_gif_for_diferent_type

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

Tracup_template_example

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

Task Status:☹【Did Not Renew]】👌【Follow Up】🖐【Interested Still】❌【Not Interested】❎【Lost Forever】
Task Type:【Sent Request】【Quote Sent】【Pending】【Payment Received】
Custom Field:Contact(text), Engagement(text), Email(text), Phone(text), Payment Type(text), Website(URL), Close Date(Date),Last Touched(Date), Demo(text), Opportunity(Number), Plan(Text)
Task View:List, Board. File, Wiki
Custom Field can be shown:Create Time, Expire Date, Assignee, Type, Contact, Engagement, Email

Here are four custom fields shown in default:

Tracup_four_custom_field_shown_intheweb

Kindly Tips for Users

Take Notice of the Above 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 a label (1) behind the title in default.


Keywords: Sales template, Past clients, Email template, Reconnecting with past clients email template, Tracup



Labels

Labels:

Comments

Post a Comment

Popular posts from this blog

How to Customize an HR Playbook

Create an HR playbook with Tracup custom field! Tracup custom fields allow users to build Tracup into virtually anything. And Imagine using them to keep track of things like progress percentage notes or even employer contact information to use custom fields. Create an HR Playbook with Tracup Custom Field Have you ever suffered from making ss sheets that can record your recruitment progress? Just like the following one: The merits of these sheets are that these are traditional ways to manage  personal resources  and users are familiar with this. But can users' sheets achieve multiple functions like screening, recording based on different colors, and flexible to sort situation of the employer, but not a boring and simple sheet? But now, users have a powerful  recruiting process tool  -  Tracup  custom field. What will be found? Tracup  custom fields allow users to build  Tracup  into practically anything. You can imagine using them to keep trac...
Post a Comment
Read more

Boost Your Life with These 10 Must-Have Apps in 2023!

  🚀📱In today’s fast-paced world, time is of the essence, and smartphones have become an integral part of our daily routines. With thousands of apps available, it’s challenging to know which ones are worth our attention. That’s why we’re here to help! We’ve compiled a list of 10 must-have apps for 2023 that will make your life easier, more enjoyable, and productive. So, without further ado, let’s dive in! 🌊 1. GOAT – Sneakers & Apparel 👟👕   GOAT 🚀📱Are you a sneaker enthusiast? Meet Mark, a die-hard sneaker collector who discovered the perfect app for all his sneaker and apparel needs. GOAT is a top-rated app with a 4.85846 user rating, making it your one-stop-shop for all things sneakers and fashion. From rare and exclusive releases to the latest trends, GOAT has it all! So why not elevate your style game today? 🕶️ 2. JetBlue - Book & Manage Trips ✈️   JetBlue 🚀📱Planning a trip has never been easier! JetBlue’s app, with an impressive 4.8634 user rating, o...
Post a Comment
Read more

20 Must-Have Tracup Templates: Empower Your Business & Skyrocket Success!

  💼   Meet Hannah: A Small Business Owner’s Success Story Meet Hannah, a small business owner who was struggling with project management and keeping her clients satisfied. She stumbled upon   Tracup   and their wide range of templates. With a few clicks, she revolutionized her business processes and achieved her goals. How? Let’s dive into the amazing Tracup templates and discover what they can do for you! 🌐   Who Can Benefit from Tracup Templates? Whether you’re a small business owner like Hannah, a project manager, a vendor, or an investor, you’ll find Tracup templates incredibly useful. They cater to various industries, including construction, fashion, healthcare, and more! Ready to explore? Let’s go! 🏃‍♀️ 1. 💼   Revolutionize Your Business with Tracup Business Audit Report Template 🚀🌟 Keep your business on track and identify areas of improvement with this comprehensive audit report template. 2. 🏗️   Skyline Construction: How Tracup Scope Man...
Post a Comment
Read more