Explore sales and services workflows

Sales and account management teams are tasked with reaching out to prospects and customers alike. They keep track of where they are in their journey, and strategize about how they can ensure customers are on track to try out and stick with your product or service in the future. Here are a few workflows your sales and account management teams can use in Asana:

  • Account tracking—Effectively manage account information alongside the work and history of each account. You and your team can have a clear idea of the history and use that to plan opportunities for the future.

  • Pipelines—As leads turn into prospects and opportunities, and eventually clients, you can move them through stages by creating a pipeline project, with sections for each stage.

Want to learn how to build out these specific workflows in Asana? Check out our sales and account management workflows page.

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