Seeking an experienced individual with using Sales Force. Particularly, seeking an individual who can build custom automation to occur from a leads page from a website. For instance:
the website form is filled by customers, the web page collects first name, last name, etc, and is then received in sales forces. Salesforce then sends an automatic email to this contact informing them to schedule an appointment.
In addition, seeking someone who knows who to build out the following:
1. Develop field necessary for contacts
2. email automation to include capturing and storing documents a client sends via email
a. up to 7 or more built automation for two categories
3. Notes section for notes entered into salesforce for customers
4. potential invoicing directly to clients
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