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GleapApp - Freshsales CRM Rollout by Captivate

This is the method on how we develop standard roll-outs of Freshwork CRM at Captivate Group
Kim Selorio, Head of BusDev + Client Svc at Captivate Group + AffiliatesAnne Patricia Calsado, People Operations and Affiliates at Captivate Group + AffiliatesMarvin Luis Tan, eCom Dev Lead at Captivate Group + AffiliatesJan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates
From the list: Setup Phase - Workflows and Automations

❏ After defining the pipelines in the deal setup stage and identifying the individual steps per pipeline it is now essential to identify the communication and steps to move the client from one step to the other.

Marvin L. added this on
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Anne Patricia Calsado, People Operations and Affiliates at Captivate Group + Affiliates Anne P.
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