How can you use Trello as a sales CRM?

To schedule a calendar automation in Trello, one can utilize the ‘Scheduled’ tab in the Automation directory. To do this follow the steps given below:

• Open your Trello account
• Click on Automation button from the board menu or at the top of your board
• Navigate to the Scheduled tab
• Click on ‘Create Automation’
• Hit ‘Add Trigger’
• Set up a trigger or schedule for your automation
• Click on Save

To create a board rule automation in Trello, follow the steps given below:

• Open your Trello account
• Click on the Automation button from the board menu or at the top of your board
• Open the Automation directory
• Navigate to the Rules tab
• Click on ‘Create a new rule’
• Hit ‘Add Trigger’
• Personalize the actions and trigger
• Save the rule

To create a due date automation in Trello, follow the steps given below:

• Open your Trello account
• Click on the ‘Automation’ button from the board menu or at the top of your board
• Navigate to the ‘Due Date’ section
• Click Create Automation
• Hit ‘Add Trigger’
• Personalize the action and trigger
• Click on Save

Trello Enterprise makes user management easy with several features like automatic seat management, enterprise admin dashboard, Atlassian access, audit log, Filters and member categories etc.

To fully use Trello's visual and dynamic features, one can utilize the color-coded labels, card covers, the 'Timeline' view, custom backgrounds, automation rules, data visualization Power-Ups, and visual triggers that the platform provides. These can help a user make an interactive and visually appealing board that clearly displays project progress and key information with a look.