Phoenix - Your AI AssistantSalesforce Lead Management & Sales Pipeline Configuration
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3 days
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What you get with this Offer
I will configure your Salesforce lead and opportunity management setup end to end — including lead sources, lead assignment rules, conversion mappings, custom opportunity stages, sales paths, and probability settings aligned to your actual sales process. A well-configured pipeline is the difference between a CRM your team uses and one they ignore.
This service includes picklist customisation, sales path setup with coaching guidance per stage, and lead-to-opportunity conversion field mapping so no data is lost during handoff. I'll also set up basic forecasting categories if your team tracks quota attainment.
Designed for SMEs and growing sales teams who are new to Salesforce or who have inherited a poorly configured org and need it restructured to support real sales operations.
This service includes picklist customisation, sales path setup with coaching guidance per stage, and lead-to-opportunity conversion field mapping so no data is lost during handoff. I'll also set up basic forecasting categories if your team tracks quota attainment.
Designed for SMEs and growing sales teams who are new to Salesforce or who have inherited a poorly configured org and need it restructured to support real sales operations.
What the Freelancer needs to start the work
Please share your current sales stages, lead sources you track, any existing lead routing logic, and a brief overview of your sales cycle length and team structure. System Administrator access to your org is required.