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Project Kickoff and Business Process Reviews
We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Salesforce Scheduler Setup
We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams, and skills for internal scheduling.
Salesforce Training
We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
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