■Overview
This is a flow where a record is registered in kintone when a new case is registered in board.
■Recommended for
1. Sales teams using both board and kintone
・For those who want to automatically link leads and customer information acquired in board to kintone to streamline case management
・For those who want to reduce errors from manual entry of customer information and ensure data accuracy
・For those who want to strengthen the link between sales activities and case management to improve operational efficiency
2. Project management teams using both board and kintone
・For those managing case information in board and handling task and progress management in kintone
・For those who want to link case information with project management information to achieve smooth information sharing
・For those who want to create tasks in kintone simultaneously with case registration to prevent omissions in work
■Benefits of using this template
・When a case is registered in board, a record is immediately created in kintone, ensuring that the information is always up-to-date.
・Since case information can be centrally managed in both board and kintone, it eliminates the hassle of searching for information and improves operational efficiency.
・It prevents errors associated with manual data entry and ensures data accuracy.
■Notes
・Please link both board and kintone with Yoom.
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