Create Planview AgilePlace task for new Act! 365 contact
Act! 365 and Planview AgilePlace are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in Act! 365, do you also create a task in Planview AgilePlace? 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.
See moreWhen you create a contact in Act! 365, do you also create a task in Planview AgilePlace? 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.
Did you know? 
