New to pipedrive. I am in a new sales role and business development is at the forefront. I want to set up my system so I am automating when to do tasks. IE - first email is sent upon uploading contact, the second email will be sent on X date, postcard sent on x date, call on x date, follow up email on X date, etc . . . and I want the system to be able to prompt me when the dasks are due.
Secondly, on x date for a follow up email, can I group a dozen emails by the activity required and then send them? Thx