How To Build A CRM In Asana: A Step-by-step Tutorial |🔥

Are you looking for an efficient way to manage your client relationships? In this comprehensive tutorial, we'll guide you through building a lite CRM within Asana, the ultimate project management tool. Whether you're a small business, medium-sized enterprise, or a solo entrepreneur, client relationship management tools are a must-have. With Asana's powerful features, you can keep all your contacts and deals organized in one place.

I walk you through setting up a lite CRM within Asana, using custom fields and projects.

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By following this step-by-step demo, you'll learn how to create a contacts project, a deal pipeline, and a newsletter subscribers project. Marquis explains the importance of custom fields and demonstrates how to set them up for capturing essential contact details. He also shows how to automate the CRM process by integrating forms, assigning contact owners, and managing lead statuses.

With Asana's lite CRM, you can easily search and filter contacts as your database grows. Marquis highlights the flexibility of using projects and demonstrates how to create sections, set up a deal pipeline board, and create rules for automated actions. From filtering opportunities to moving leads through different stages, Asana empowers you to customize your CRM workflow to suit your unique business needs.

Don't miss out on this opportunity to master client relationship management with Asana's lite CRM. Watch the full tutorial now and unlock the potential of organizing your contacts, deals, and projects in one centralized platform.