Are you looking for a way to keep track of your sales process and create task for yourself in Xero? 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 Xero for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
When you create a new contact in Xero, 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 Xero and Kanban Tool!
You Can Also Connect Kanban Tool or Xero 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.
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.