Salesforce Configuration for Leads Management
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Post a project like this3475
£980(approx. $1.2k)
- Posted:
- Proposals: 5
- Remote
- #570454
- Completed
Description
Experience Level: Expert
Industry: Education
Kind of support: Software
Description of support work: Leads
o Enable the functionality of Leads in Salesforce
o Page Layout
Add/Edit few fields on Screen Layout
Update Industry list (list will be provided by Maria)
Update Lead Source (list will be provided by Maria)
Add a new flag (active/inactive)
o Related List
Add a new related list called “Actions” with following fields
• Type (Initial Call, Email, Consulting)
• Date
• Description
• Outcome
Add a new related list called “Campaign History” with following fields
• Date
• Title of Campaign
• Campaign by
• Leads conversion
o Leads will be converted to the Opportunity, Client and a Contact
• Reports & Dashboard
o Reports with segmentation (list will be provided by Maria)
o Dashboard showing the leads actions
• Existing Data Upload
o Existing data provided by Marketing will be uploaded to the system
Extra notes:
Kind of support: Software
Description of support work: Leads
o Enable the functionality of Leads in Salesforce
o Page Layout
Add/Edit few fields on Screen Layout
Update Industry list (list will be provided by Maria)
Update Lead Source (list will be provided by Maria)
Add a new flag (active/inactive)
o Related List
Add a new related list called “Actions” with following fields
• Type (Initial Call, Email, Consulting)
• Date
• Description
• Outcome
Add a new related list called “Campaign History” with following fields
• Date
• Title of Campaign
• Campaign by
• Leads conversion
o Leads will be converted to the Opportunity, Client and a Contact
• Reports & Dashboard
o Reports with segmentation (list will be provided by Maria)
o Dashboard showing the leads actions
• Existing Data Upload
o Existing data provided by Marketing will be uploaded to the system
Extra notes:
Muhammad A.
100% (1)Projects Completed
3
Freelancers worked with
2
Projects awarded
100%
Last project
18 Mar 2015
United Kingdom
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