Are you looking for a way to keep track of your sales process and create task for yourself in Teamleader Focus? 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 Teamleader Focus for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Teamleader Focus or Trello 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.
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.