Are you looking for a way to keep track of your sales process and create task for yourself in CATS? If so, you'll be glad to know that you can use VivifyScrum to create checklist of the steps in your sales process, and then create task in CATS for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
CATS and VivifyScrum are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in CATS, do you also create a item in VivifyScrum? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.