CRM Cleanup &
Workflow Build.

CRM · Contacts

CRM Cleanup — Contacts & Companies

12 screenshots — contact records, custom columns, company records, segmentation, and filtered views.

CRM · Pipeline

Deal Pipeline Setup & Cleanup

4 screenshots — pipeline stages, board view, company record, and a closed-won deal.

CRM · Analytics

Reports & Dashboard

5 screenshots — deal funnel, lifecycle stage report, CRM dashboard, and drilldown views.

CRM · Automation

Workflow Automation Build

3 screenshots — workflows list, workflow details, and live lead nurture workflow.