Less than 1 week –
Less than 10 hrs/week –
I am looking to do a screen share via skype and I want a "teacher" to help me navigate through my CRM and do the following
- Make it so that contacts will have a "round robin" type of assignment. so if there is 4000 leads, agents will not accidentally call the same lead
- Set up roles so that certain salespeople can only access certain lead Type that I have set up
-Make it safe so agents cannot sabotage the CRm ...