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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 - Channel Linking

❏ Identify the custom fields required required by leads, contacts, accounts and deals. These are outside the standard name, contact details, etc.

Marvin L. added this on
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Anne Patricia Calsado, People Operations and Affiliates at Captivate Group + Affiliates Anne P. Jan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates Jan A. Marvin Luis Tan, eCom Dev Lead at Captivate Group + Affiliates Marvin L.
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