How to Build and Automate Your Sales Pipeline in Asana

Поделиться
HTML-код
  • Опубликовано: 9 окт 2024

Комментарии • 11

  • @nocodeau-v6p
    @nocodeau-v6p 10 месяцев назад +1

    This is right on time as I am exploring CRM options for a small insurance / mortgage broker business

    • @MarquisMurray
      @MarquisMurray  10 месяцев назад +1

      Perfect. Let me know if this solution could work for you.

  • @tasbihamin8061
    @tasbihamin8061 10 месяцев назад +1

    So informative! Thank you for sharing this!

  • @joshuacarmichael6703
    @joshuacarmichael6703 Месяц назад +1

    Hello Marquis, quick question. How do you either rename or remove default columns like Assignee or Due Date?

    • @MarquisMurray
      @MarquisMurray  Месяц назад

      Hi Joshua, you’re not able to rename these default fields, but you can choose to hide these fields from the list or board views. Hope that helps.

  • @nmurithi
    @nmurithi 9 месяцев назад +1

    Hello murray,this was very informative, thank you.. how can someone create a conglomeration of small project proposals and be able to give them rules in asana,?

    • @MarquisMurray
      @MarquisMurray  8 месяцев назад

      What do you mean by project proposals?

    • @nmurithi
      @nmurithi 8 месяцев назад

      I have projects that have very small scopes and i can't do them independently ,was thinking of a way to structure them with certain rules, i.e description, duration and etc. under one segment.@@MarquisMurray

  • @leonardogomezoficial
    @leonardogomezoficial 9 месяцев назад +1

    Marquis, your videos are great, I learn a lot about Asana.
    But one thing that caught my attention was that you used Hubspot to connect to N8N.
    I also use both tools, and I need to do some automation. When the lead is updated to a certain column, a task appears in Hubspot and Asana.
    How did you manage to make Hubspot trigger authentication work on the N8N?

    • @MarquisMurray
      @MarquisMurray  9 месяцев назад

      Hi Leandro, that’s a great question that I wish I could answer for you. One of our engineers made that connection through creating a HubSpot Developer account. That’s as much as I know. I can get back to you though.