Automation of 3 processes

Process 1

- Collecting leads into Excel

-Automatic Assignment of Salesman

-Checking Excel

- Import into Salesforce at a fixed time

- Enter products into Salesforce

Process 2

- Change Led status to Winning

- Create a folder with customer data in sharepoint

- Generate Excel, Invoice and pdf documents

- Downloading the documents and submitting them for electronic signature

- Creating a separate folder in sharepoint with the signed documents

- Adding the documents to the above folder

- Adding the documents to the Lead in Salesforce

- Completing the commission data in the corresponding Excel sheet

Process 3

- Selecting the commission contractor

- Automatically sending an email to the contractor with an inquiry

- Confirmation of the deadline by the contractor

- Sending an email to the client with the completion date

- Adding photos of the protocols to sharepoint

- Generating an invoice

- Receiving notification of a new invoice

- Once the invoice is approved in ENOVA, adding the documents to salesforce

- Sending an email with the invoice to the client