Create Planview AgilePlace task for new bexio contact
bexio and Planview AgilePlace are both powerful tools that, when used correctly, can help you become more productive.
When you create a contact in bexio, do you also create a task in Planview AgilePlace? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See moreWhen you create a contact in bexio, do you also create a task in Planview AgilePlace? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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