Are you looking for a way to keep track of your sales process and create task for yourself in Sellsy? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Sellsy for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.