
Salesforce Training
- or -
Post a project like this5089
$$
- Posted:
- Proposals: 4
- On-site in London, GB
- #156793
- Awarded
Description
Experience Level: Intermediate
We are a SME that would like to have some training on Salesforce and perhaps have it set up to work optimally for us.
We do not have complicated requests and could probably work it out but would save a lot of time to have someone come in and give us a couple of hours training and support.
We mainly need it to keep records of telemarketing activities and track call notes/history. We only have a few hundred accounts currently and am looking to use Salesforce more effectively.
Requirements/Training/Questions:
1. Set up fields to capture details needed on prospects
2. How to share accounts/contacts
3. Run basic reports
4. Import/Export records
We do not have complicated requests and could probably work it out but would save a lot of time to have someone come in and give us a couple of hours training and support.
We mainly need it to keep records of telemarketing activities and track call notes/history. We only have a few hundred accounts currently and am looking to use Salesforce more effectively.
Requirements/Training/Questions:
1. Set up fields to capture details needed on prospects
2. How to share accounts/contacts
3. Run basic reports
4. Import/Export records
Leanne D.
100% (1)Projects Completed
3
Freelancers worked with
3
Projects awarded
13%
Last project
9 Mar 2023
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies