I love using asana for all my project management but I was determined to eliminate other software costs and find the best ways to do all what i wanted to do in only a few softwares.
I searched high and low for asana tips and tricks to automate this and this has been the fastest way to and helps keep everything organized for my VA.
In this video I show you my asana sales pipeline while watching my baby girl play. Quarantine Life. When having VA its important to have these things in place.
My VA loves having a to do list and asana makes it all centralized and each to communicate with your team .
We have tried active campaign boards as a crm before and it worked but was missing a lot of other features we wanted like a check list, uploading scripts, doc links etc. . .
We use this for 2 businesses I have and works great.
Any sales pipeline can work if you know how to work it and you stay on top of it.
If you stop or get overwhelmed with to many tasks in any platform then you should re- strategize and change some due dates. We love looking at the calendar view for every day.
You can see if its too packed and readjust dates as needed. ( You want to do this on a Monday if possible to plan your week out right) .
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