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Sales Pipeline Migration w/ Leadwave
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Project Outline

Action Items
1
Owner
Status
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Task
Priority
Owner
Due date
Status
1
Create discovery notes form that Jess can use during discovery calls
High
ER
Jun 7
In Progress
2
Replace Boon’s Slack demo form
High
ER
Jun 12
Not started
3
Tailor the deal, lead, company and contact interfaces to provide intuitive access to data that is relevant to Boon’s sales process
High
ER
Jun 14
In Progress
4
Migrate Freshsales data into Hubspot
Normal
ER
Jun 14
Not started
5
Replace Boon’s chatbot
Normal
ER
Jun 14
In Progress
6
Prevent duplicate objects being created from integrations
Normal
ER
Jun 14
Not started
7
Create lead pipeline KPI dashboard
Normal
ER
Jun 14
In Progress
8
Create deal pipeline KPI dashboard
Normal
ER
Jun 14
In Progress
9
Implement automations
Normal
ER
In Progress
10
Implement nurturing campaigns
Normal
ER
Not started
11
Migrate key sales sequences from Mixmax to Hubspot
Normal
ER
Not started
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Completed Action Items
1


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