Setting up & refining our funnel process and reporting

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Experience Level: Intermediate
Hi Rachel,

We have implemented Salesforce, imported from the data from our previous CRM, gone a way to editing the custom fields to reflect our own business development process and pipeline.

We are a bit time poor at the moment, but are looking for support in setting up pipeline reports that we need potentially.

It would be bespoke though, but am sure no more than a few days work if you are qualified.

Is this something we could discuss?


Director of Digital
immediate future

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