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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Amit C. 22 days ago
Excellent workby
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Paul A. 1 days ago
Once again completed to wik with speed and courtesy, I reccomend 100%!
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John L. 1 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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Daphne D 1 days ago
My fave!
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Jesse R. 27 days ago
Great work as usual
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Levity Digital 21 days ago
Great work once again!
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Kashif H. 29 days ago
Great Work again
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Qasim M. 23 days ago
Very responsive and a great work
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Kristian P. 22 days ago
As usual, excellent. Thanks
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Iain M. 3 days ago
Awesome