Create Toggl task for new Wealthbox CRM opportunity
In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising opportunity, it's important to track and manage the progress of that opportunity so you don't lose focus or let it fall through the cracks.
With this integration, you can quickly create a corresponding task in Toggl each time a opportunity is created in Wealthbox CRM. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
See moreWith this integration, you can quickly create a corresponding task in Toggl each time a opportunity is created in Wealthbox CRM. This way you never lose track of the progress for that particular opportunity - and with automated reminders, it will be easy to get back on track if something slips through the cracks.