How to Build a Sales CRM in Asana💰 [A Concise Tutorial]

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  • Опубліковано 1 гру 2024

КОМЕНТАРІ • 6

  • @RalphJErvin
    @RalphJErvin 23 дні тому +1

    Brilliantly done and I always learn something new. Regarding rules, can a task move from one section to another based on a relative due date? For example, when a video is moved from "scheduled" to "live", I want it to, based on rule, move from live to complete using a relative due date, say, 3 days after the trigger moving it to live, then marked complete. Tried but can't seem to make this work. Thanks again for great instruction.

    • @minor-co
      @minor-co  19 днів тому +1

      Thanks Ralph. I feel this is too complex/not possible with Asana rules. But would be possible using Zapier.

  • @THEIANDO
    @THEIANDO 12 днів тому

    would it be possible to automate new propsect leads with zapier?

    • @minor-co
      @minor-co  12 днів тому +1

      Yes, depending on where your prospects come from, you could likely use Zapier to add leads to a project in Asana.