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CURRENT, SALESFORCE
Opportunities are created here.
Project Budgets are…
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SALESFORCE
Opportunities are created here.
Project Budgets are converted from Google Sheets to Salesforce budgets
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HUBSPOT
CRM
Main interface between account managers and their clients.
Mirrors any opportunity in Salesforce
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PIPETIME GOOGLE SHEET, WEEKLY REVENUE FORECAST
Account Managers, James and Jonathan update the forecast weekly. It is comprised of
Unconfirmed business (estimated given a weighted liklihood)
Confirmed business (% complete)
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