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

  • Mike N. 1 days ago

    Great as usual!

  • Erwan N. 17 days ago

    Another perfect job :-)

  • MCR Marketing 7 days ago

    Excellent Work!

  • Jasper T. 9 days ago

    Great work as usual, will continue working with

  • Kristian P. 29 days ago

    As usual, excellent. Thanks

  • Iain M. 23 days ago

    Awesome

  • Musanaph A. 25 days ago

    Fantastic, thank you for your support, advice and effort. Highly recommended.

  • Omar S. 22 days ago

    Working with worker was a pleasure.He did a very good job.

  • Conner S. 1 days ago

    great work recommend always available to assist will continue to work close with

  • Kashif H. 16 days ago

    Great Work, Really appreciate the effort

Order details€235

5 days
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