FileVine CRM Setup

Only for registered members Canada

10 hours ago

Default job background
$20 - $60 (USD) per hour
Law firm client is using Filevine for case management. We are now setting up a lead generation campaign so need FileVine to be setup from the lead standpoint. This means ensuring the intake team has all the appropriate fields, and that we can integration solutions such as GA4, Ca ...
Job description
Law firm client is using Filevine for case management. We are now setting up a lead generation campaign so need FileVine to be setup from the lead standpoint.

This means ensuring the intake team has all the appropriate fields, and that we can integration solutions such as GA4, CallRail, etc with the platform.

So Field Development, naming conventions, understand lead qualification criteria, lead status, source, campaign tracking, forms are integrated, setup workflows, reports then of course training

Contract duration of 1 to 3 months. with 30 hours per week.

Mandatory skills:
Customer Relationship Management, CRM Software, Lead Generation, Implementation


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