top of page
Approximately 4 Weeks
Call (800) 951-7651 or email firstname.lastname@example.org for more information.
Project Kickoff and Business Process Reviews
- We’ll review the project plan for implementation, introduce you to our team of experts, and request access to your Salesforce org.
Salesforce Scheduler Setup
- We’ll conduct two business process reviews to discuss and plan the configuration of scheduler. We’ll setup locations, hours, resources, teams, and skills for internal scheduling.
- We’ll perform a custom, one-hour webinar data import training session to train on importing leads, accounts, and contacts in Salesforce.
Ready to get started? We can help.
☆☆☆☆☆ 5/5 AppExchange Reviews Rating
bottom of page