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GwC - 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

❏ Identify how leads are assigned to teams by configuring territories with their respective teams.

Marvin L. added this on
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Jan Airreon Batutay, TechOps Coordinator at Captivate Group + Affiliates Jan A.
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