Trello

Objective of the integration:

• Simple overview of all deals in and the phases in which they are located.
• Effortlessly managing, following-up or closing deals.
• An overview of deals where priorities must be laid.

How the integration works:

With this synchronization, your deals are linked to a dashboard in Tello. For every deal in Teamleader Focus a card will be created in Trello. The deal phases Teamleader Focus are the board's columns in Trello.

When a deal is moved from phase in Teamleader Focus it will be placed in the correct column Trello. When a deal is moved to another "phase" or column in Trello it will come to the right phase in Teamleader Focus.

The information that goes to Trello is the title of the deal, dealphase and company name.

**Update: on 12/11/18 **we added an option to step 3 in the installation wizard that you can use to set up a dashboard with the deals you are personally responsible for.