Summary

The video outlines a process for organizing business leads by exporting emails to Google Sheets for efficient team collaboration and follow-up.

Highlights

  • Export business leads from emails directly to Google Sheets, Excel, or CSV.
  • Create a new label in your email for messages containing “leads”.
  • Use the export function to save all labeled emails to the desired spreadsheet format.
  • Name the spreadsheet for clarity, such as “Sales Team”, and choose a destination folder.
  • Enable the continuous saving feature to automatically add new emails to the spreadsheet.
  • Monitor the export progress and access the spreadsheet once emails are successfully exported.
  • Keep track of the sales leads and performance, and delegate leads to the sales team efficiently.
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