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