Zoho CRM Consulting
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Description
Experience Level: Expert
Estimated project duration: less than 1 week
These are the improvements that need to be created for our Zoho CRM.
1. Every time we open a new lead from our existing Zoho database, we want it to automatically search for certain defined information in our Zoho database, and add or attach the information to that lead so that it shows on the same screen
2. When certain fields are entered then the “STATUS” field automatically changes to predefined choices
3. Send out about 300 mail merged documents (each document different) via email attachment or regular mail-We would like it to generate automatically but not email it or print it until we choose to later to do them all together at the same time.
The mail merged letter to be attached is created by combining information from the lead and template letter. And also is the same for the email template. B. We email or mail at the end of each week (about 300 letters or emails) that were created during that week.
1. Every time we open a new lead from our existing Zoho database, we want it to automatically search for certain defined information in our Zoho database, and add or attach the information to that lead so that it shows on the same screen
2. When certain fields are entered then the “STATUS” field automatically changes to predefined choices
3. Send out about 300 mail merged documents (each document different) via email attachment or regular mail-We would like it to generate automatically but not email it or print it until we choose to later to do them all together at the same time.
The mail merged letter to be attached is created by combining information from the lead and template letter. And also is the same for the email template. B. We email or mail at the end of each week (about 300 letters or emails) that were created during that week.
Davidrabie D.
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23 Apr 2024
United States
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