How to plan your year with Asana [VIDEO]
Learn how to clean up your account and plan for a successful year with Asana. In this video, I share how to use goals to set up your company, team or individual targets for the […]
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Learn how to clean up your account and plan for a successful year with Asana. In this video, I share how to use goals to set up your company, team or individual targets for the […]
Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales […]
I’ve been working from an ultra-wide monitor for the last few years and it’s been a game-changer to my productivity. The ultra-wide display gives me a nice big canvas to work from and I can […]
Gantt charts provide an easy way to visualise tasks in a project, how they’re interconnected and in what order they need to be completed by. Asana’s new gantt view is ideal for projects where you […]
One of the easiest ways to save time during your sales process is to connect your website contact form with Pipedrive so that all new inquiries feed directly into your Pipedrive account. In this […]
Artificial intelligence is the current buzzword everyone is talking about. AI promises to make our lives easier and has made its way into Asana. Asana recently released new AI features to help us move work […]
For a while now, I’ve struggled to find an easy way to integrate LinkedIn with Pipedrive. This is a real problem for those who use LinkedIn for prospecting and nurturing contacts. Since discovering Surfe, syncing […]
Asana recently made some nice updates to how rules are created and managed in projects. Creating rules in Asana is great for projects where you need to move tasks through a workflow (e.g. support tickets, […]
In this video, I show you how to import data to Pipedrive via a CSV. I’ll cover: 1) How to create contacts and organisations 2) how to import leads or deals 2) and how to […]
Is Asana helping you to achieve your company’s goals or mission? ‘Goals’ is a useful feature of Asana that’s quite unique. Goals help you bridge the gap between where you are now and where you […]