Project Kickoff and Strategy Sessions
- Project commencement and engagement sessions. Meet our team and review the plan and details.
Lead and Account Setup
- Lead and account setup. We configure & create fields on leads, accounts, and contacts.
- Customization of opportunity fields for focused tracking. Be productive and increase efficiency.
- Configuration of the Lightning dialer. This enables use of click-to-call, direct dial, notepad, automatic call logging, and voicemail drops, and so on.