I am new to Asana, and wanted to know what are some ways that organizations use Asana to track leads and potential clients…
Sales/Leads
2 Likes
Hi @David_Schmidt2,
My primary CRM and automation tool is ActiveCampaign. When different actions happen from leads (for example they sign up for an appointment) I use Zapier to push preparation or reminder tasks to me in Asana.
Nice!