Asana implementation for a service/trades business, help please!

Hey @Max_Middleton,

I would probably set up a team and projects within the team. So for example you can have a project for Sales and once a deal is closed it is multi-homed into another project for execution.

You can use the search in the forum to find more tips and examples and also check for some templates such as How Asana’s Sales Team uses Asana, How we can organize contacts and accounts? - #4 by LEGGO, Allocating hours, how to do this? - #2 by Andrea_Mayer

Other templates can be found here https://asana.com/templates/team/sales
Free Sales Pipeline Template for Account Tracking [2023] • Asana, https://templana.com/

1 Like