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