CRM Cleanup / Setup
Access and data context for a CRM overhaul.
6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL
IntakeFlowSAMPLE PORTAL · DUMMY DATA
- CRM admin accessSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
- Data export (contacts, deals, history)File upload · REQUIRED
attachment.pdfuploaded
- Fields and pipelines currently in useText answer
Sample answer — this is what a client's reply looks like.
- Duplicate/merge rules you wantText answer · REQUIRED
Match on email? Company? Phone?
Sample answer — this is what a client's reply looks like.
- Integrations to preserveText answer · REQUIRED
Email, billing, support tools connected today.
Sample answer — this is what a client's reply looks like.
- Hard deadline (go-live)Text answer
Friday, Nov 14 — hard launch date
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