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

  • Isobel T. 25 days ago

    Great job. Patient with our amendments and speedy responses.

  • Amit C. 9 days ago

    Excellent workby

  • Frank O. 17 days ago

    Excellent job and will be back again

  • David A. 28 days ago

    Excellent work. I'm very pleased

  • Jesse R. 27 days ago

    Great work as usual

  • Jasper T. 15 days ago

    Great work as usual, will continue working with

  • Martin H. 20 days ago

    Quick, flexible and accurate. Good job

  • Paul J. 23 days ago

    Great

  • Dorothea F. 27 days ago

    very helpful, patient and delivered the project exactly how I wanted it.

  • Kashif H. 18 days ago

    Great Work, Really appreciate the effort

Order details€235

5 days
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