CRM

Relevant Skills
Published Date
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Go High Level CRM Automation & Workflow Setup
Key deliverables include:
- Designing/building CRM pipelines to track students, mentors, volunteer matches
- Setting up workflow automations:
• Assigning new student contacts to mentors/team
• Tracking mentor-student engagement and support history
• Automated team notifications on tasks/opportunities
• Streamline intake forms, automated follow-ups for students/volunteers
• Create access/permission rules for sensitive info
• Automate opportunity status/volunteer role updates
• Dashboards/reporting for mentor activity, progress, volunteer hours
- Providing recommendations for future automations to be implemented later
Special Requirements: Go High Level CRM expertise required. Nonprofit/automation experience is a plus.
Ineffable Films, Inc.
Location
Brookline, Massachusetts
Website
http://www.ineffablefilms.orgMember Since
Jun 2024
Completed Taproot Plus Partnerships
0
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