SalesForce CRM Setup

Cancelled Posted Jun 3, 2015 Paid on delivery

$30-250 USD

Paid on delivery

Cancelled Paid on delivery

I am currently having a website designed and built. I need someone to go in and set up my CRM. I am going to use SalesForce, but particularly there Web to Lead feature. All I need done is someone to set this up in a way that my lead form information is uploaded in realtime to a 3rd party, I also need someone to create the lead form within the salesforce interface. SalesForce said it is relatively simple, but I have no experience with this personally. I need someone who speaks english that I can talk to on the phone. Thanks.

I do NOT need a custom CRM built out, this is strictly working within a preexisting CRM interface. For reference on how it works see this video: https://www.youtube.com/watch?v=5DubKbaO3zY

CRM

Project ID: #7794822

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3 proposals Remote project Active Jun 4, 2015

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karnataneja's Profile Picture
karnataneja

Create custom lead fields, if needed, and specify how they’ll map to custom account, contact, and opportunity fields during lead conversion. Edit the Lead Status picklist to set the default status for new and converte More

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