Meeting Notes:
Need to match and merge data - Use facility name, admin, address, emails and phone
Dedupe against any lead, opportunity, or contact
Blue columns are data we had, orange columns are data bromley got
Bromley List: https://docs.google.com/spreadsheets/d/1bf5NbnXyeRCND13uL-jStkvofOyoma5e9ArHCGxKNOA/edit#gid=794040409
Summary of Request/Idea | Create a document with all information from the Bromley list matched, merged, and deduped to SF data. |
Acceptance Criteria (Requirements) of Request
Requirements:
|
|
Department of Request | Sales |
Priority of Request | 3 - Somewhat Urgent |