5 days
Zoho CRM - 5 Basic Modules, Training & Support
About this ad
Zoho CRM Level -Configure Company and other General settings
Configure Roles (3 roles) and 3 Profile for Users
Configure Email Templates (5 max)
Configure approval process ( 2 process on any module as selected for upto 2 level)
Domain authentication and Email (IMAP)
5 Workflows ( Emails, field update) - Excluded - custom functions, integration and data migration
Lead Module - 5 custom fields, lead conversion mapping, welcome email configuration, lead assignment rules configuration (upto 5), Web2Lead (1)
Contact Module - 5 custom fields , layout changes
Account Module - 5 custom fields , layout changes
Deals - 5 custom fields, Deal stage, Deal conversion to existing customers
Reports - 10 reports within Zoho CRM and 1 Dashboard showing those reports
Training - 1 hr training
Support - Email support upto 15 days after training
About the seller
Reviews on the ad
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Paul A. 10 days ago
Once again completed to wik with speed and courtesy, I reccomend 100%!
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Kashif H. 29 days ago
Great Work again
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Jasper T. 4 days ago
Great work as usual, will continue working with
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Donna D. 22 days ago
Fantastic work, followed my brief to the letter and the site looks amazing. Highly recommend.
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Antony E. 29 days ago
Excellent, exactly as requested.
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Kieran C. 21 days ago
Ok at design but said that he would do a wholesale site for. He didn't really know anything about setting up a wholsale site. Very disappointed.
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Martin H. 21 days ago
Quick, flexible and accurate. Good job
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Musanaph A. 21 days ago
Fantastic, thank you for your support, advice and effort. Highly recommended.
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Chris S. 17 days ago
Very responsive and good work, thank you
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Kashif H. 27 days ago
Great Work, Really appreciate the effort