My Personal Salesforce Process for Vivocha

Salesforce has been something I’ve had to learn since starting here at Vivocha. Still working on learning, but I’m getting there. For me, it was helpful to create this chart to help me visualize the process:

 

My personal Salesforce process for Vivocha

 

Not a final draft, and not our “official” process or anything, just something I use personally.

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