Rosemary Nneka Okafor

Rosemary Okafor Virtual Assistant| CRM Tools: HubSpot & Salesforce HubSpot Form Setup I created a custom lead capture form using HubSpot. I added fields like Name, Email, and Phone Number. Published and tested lead submissions successfully. HubSpot Contact List I displayed collected leads from form submission, Each contact includes name, email, and lead status HubSpot Email I composed a test marketing email in HubSpot. I practiced writing subject lines and reviewing before sending . Salesforce Lead List I imported leads from a CSV file into salesforce CRM. Reviewed and organized contact details under lead management . For this project, I used HubSpot and Salesforce to create a simple lead tracking system. In HubSpot, I learned how to build a form to collect customer details like name, email, and phone number, then send a follow-up email to thank them. After that I exported the leads and imported them into salesforce to organize them into stages like New Leads, Contacted, and Interested. This project helped me understand how businesses keep track of people who show interest in their products and how follow-ups help build good relationships with customers. It also showed me how CRM like HubSpot and Salesforce make work easier and more organized.