I will configure salesforce lead assignment and opportunity stages

Hello and welcome to my gig. Is your sales team struggling to organize incoming leads or track opportunities consistently? I will help configure your Salesforce sales process so your team can manage prospects, ownership, and deal progress more clearly.

What I can help configure:

• Lead assignment and ownership rules
• Opportunity stages and sales process organization
• Custom fields for lead and deal tracking
• Basic record layouts and list views
• Supported validation and process rules
• Testing of agreed configurations and a handover summary

I will tailor the setup to your existing Salesforce environment and business requirements. Before making changes, I will confirm the scope, available permissions, and features supported by your Salesforce edition.

This service does not include a complete Salesforce implementation, Apex development, advanced integrations, or large-scale data migration unless separately agreed.

Please share your current sales process before ordering so I can recommend the appropriate package.