Are you looking for a way to keep track of your sales process and create task for yourself in MOCO? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in MOCO for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
If you're using MOCO and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a lead is created in MOCO, a checklist will automatically be created in Kanban Tool.
This makes it easy to keep track of the progress of each lead and ensure that all the necessary steps are taken. To get started, click on activate, connect your MOCO and Kanban Tool accounts and start creating lead!
When you create a new contact in MOCO, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with MOCO and Kanban Tool!
You Can Also Connect Kanban Tool or MOCO With 1400+ Other Apps
Kanban Tool
Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.
MOCO is an efficient ERP software tailored specifically for agencies, consultancies, and IT service providers. It covers a range of functions, from project management to customer relationship handling, invoicing, and expense tracking.