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

  • Paul A. 29 days ago

    Once again completed to wik with speed and courtesy, I reccomend 100%!

  • Jasper T. 20 days ago

    Great work as usual, will continue working with

  • Qasim M. 2 days ago

    Very responsive and a great work

  • Richard W. 21 days ago

    Fantastic work

  • Paul J. 9 days ago

    Great

  • Iain M. 9 days ago

    Awesome

  • Omar S. 25 days ago

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

  • Nuha W. 3 days ago

    Perfect work. Patient with the Costomer. Professional

  • Erwan N. 7 days ago

    Very good job and quick service !

  • Kashif H. 5 days ago

    Great Work, Really appreciate the effort

Order details€235

5 days