How To Build A CRM In ASANA: A Step By Step Tutorial |🔥 

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.
Need help with Asana?
☎️ Book a call with me: cirface.com/bo...
📧 Subscribe to our newsletter: cirface.com/ne...
🌐 Check out our website: cirface.com/
ABOUT OUR CHANNEL📜
This RU-vid channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Thursday
How To Build A CRM In Asana: A Step-by-step Tutorial.
Check out our channel here:
🔗 / @marquismurray
Don’t forget to subscribe!🔔
📌CHECK OUT OUR OTHER VIDEOS :
➡️If you love systems, then this might be how you think #shorts
🔗 • If you love systems, t...
➡️Create templated snippets using TextExpander - My number one productivity tool
🔗 • Create templated snipp...
➡️How to create and store standard operating procedures (SOP) in Asana
🔗 • How To Make Easy Stand...
➡️Asana Project Templates 2.0 - THIS CHANGES EVERYTHING!
🔗 • 🚀 ASANA Tutorial: Unle...
GET IN TOUCH 📧
marquis@cirface.com
FOLLOW US ON SOCIAL
LinkedIn :
🔗 / marquisamurray
Twitter :
🔗 / marquisamurray
Facebook :
🔗 / asanasolutions
Instagram :
🔗 / marquisamurray
List of The Gear I Use
1. Canon EOS M50 Mirrorless Camera Kit with 15-45mm lens (Black) amzn.to/3AtFrTS
2. Sigma 16mm F/1.4 DC DN Contemporary Lens for Canon EF-M
amzn.to/3e99TeI
3. Shure SM7B Vocal Dynamic Microphone
amzn.to/3Kvb9ol
4. Audient EVO 4 USB Audio Interface
amzn.to/3ACa6P8
5. Elgato Cam Link 4K
amzn.to/3pTok9e
6. LE RGB LED Flood Light, 15W Outdoor Color Changing Floodlight amzn.to/3wCH1lp
7. Glorich ACK-E12 Replacement AC Power Adapter Kit
amzn.to/3KvcETv
8. SanDisk 64GB Extreme PRO SDXC UHS-I Card
amzn.to/3Av7vpZ
9. Neewer 2-Pack 6600mAh Li-ion Replacement Battery with USB Charger amzn.to/3crptSa
10. Fujifilm X-T30 Mirrorless Digital Camera, Black (Body Only)
amzn.to/3e46wpl
11. Fujifilm 16405575 Fujinon Prime Lens XF23mm F1.4 R
amzn.to/3AUq1t8
12. Aputure AL-F7, Aputure H198
amzn.to/3e4ELwy
13. Neewer 3-Pack 2.4G LED Softbox
amzn.to/3CD2azs
14. Desview T2 8" Teleprompter with remote control
amzn.to/3PWtYlE
15. Comica BoomX-D2 2.4G Wireless Mic system
amzn.to/3TlOTRU
#Asana
#howtouseasana
#Asanademo
#Asanatutorial
#Asanapractice
#Asanaprojectmanagement
#Asanaguide
Related Searches :
Getting started with Asana
How to use Asana
How to Asana
Asanatogether
Asana
Asana basics
How to setup my Asana
How to setup Asana
asana tutorial for beginners
asana tutorial videos
asana tutorial youtube
asana project management tutorial
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.