Making lead workflows usable.
- Situation
- Businesses needed to bring lead management and follow-up into their CRM.
- My work
- Mapped workflows, configured pipelines, labels and assignment rules, and checked customer records before go-live.
- User support
- Created knowledge-base guidance, demonstrated sales scenarios and helped customers get started.
Problem: Leads arrived through several channels without a clear owner.
Action: Map the handoff, set lead stages and assignment rules, then check them with users.
Possible outcome to verify: The team can see who owns each lead and its next follow-up in one place.
Senior Sales & Growth Executive