Sales Pipeline Management and Pipedrive setup
Published: Apr 29 2021
Valid until: May 29 2021
Hourly rate:$20-$50/h
Project description
Managing, checking and verifying prospects in order to turn them into leads and furthermore into clients.
Project scope
Excel report integration
Automated Excel reports generation
Website user journey integration
Displaying customer's source in Pipedrive CRM (through GA/Leadworx integration)Displaying customer's journey in Pipedrive CRM (e.g. steps the customer has taken on the website, through GA/Leadworx)Identifying visitors on the website (e.g. through Leadworx)
Forecasting setup/planning
Expected close dates setupProbabilities setup
Required software
- MS Office
- Pipedrive
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