In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Teamleader Focus.
But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in DaySchedule, it will trigger a corresponding deal creation in Teamleader Focus.
This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect Teamleader Focus or DaySchedule With 1400+ Other Apps
Teamleader Focus
The easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.
DaySchedule is a versatile appointment scheduling solution that simplifies your booking process. It helps simplify bookings with personalized pages, calendar syncing, payments, ratings/feedback, and centralized meeting management