Project description
We are a medium size company (NGO) looking for an expert to help us with the following tasks:
- Setting up Pipedrive or TimeDigital account based on the previously agreed specification
- Defining Initial setup (pipelines, fields, reports, dashboards, leads segmentations)
- Website forms and lead sources integration
- Importing data from xls. and spreadsheets
- Integration with e-mail
- E-mail automation - crucial as different emails have to be sent at different stages. Sending emails has to be triggered by changing deal status/stage in CRM
- Activity planning for deals
Required software
- Other
- Pipedrive
Location
Kyiv, Kiev, Ukraine
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