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Marketing – CRM

Leads, campaigns and where the business came from.

  • Lead pipeline with convert-to-customer
  • Campaign attribution and budget vs actual
  • Salesforce pull and Clay push
  • Prospecting map add-on (The Wurld)

Lead

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Lead
The lead form: name, company, email, phone, job title and LinkedIn, then source, status, owner, campaign, estimated value and notes, with Cancel and Save changes

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