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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Mike N. 10 days ago
Excellent work
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John L. 8 days ago
Yet another faultless job carried out by. Amazing people to work with all communications clear and concise and executed timely and precise
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Justin A. 22 days ago
Very prompt, understood the concept immediately and will certainlyy work with him again
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Steve P. 27 days ago
responsive, communicative, - will use again
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Antony E. 23 days ago
Excellent, exactly as requested.
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Jesse R. 23 days ago
Great work.
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Kristian P. 27 days ago
As usual, excellent. Thanks
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Iain M. 15 days ago
Awesome
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Conner S. 27 days ago
great work recommend always available to assist will continue to work close with
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Kashif H. 21 days ago
Great Work, Really appreciate the effort