ZOHO Advanced set up
- or -
Post a project like this2445
$$$
- Posted:
- Proposals: 8
- Remote
- #1665138
- Awarded
PPH #1 Service Provider in Development & IT : Wordpress|Magento|React Native|Mobile App Development|Angular|Node.js
Mohali
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
Blockchain | Web | Mobile | IOT | LAMP | MEAN/MERN | .Net | Python/Django | DevOps | Microsoft Azure | Cloud Expert| AWS | AI | Virtual Reality
Amsterdam
Wordpress|Webflow|Shopify|Wix|CRM|PHP|Android|iOS|Bespoke|App|Zoho|Laravel|SEO|PPC|Social|React|Node|Flutter|React Native|Magento|PWA|Plugin|Chrome Extention
Mohali
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
9885791283423018045002618859779261769302761767345
Description
Experience Level: Expert
Description of support work: Hi, We are looking for someone to set up Zoho for us. Basically we have 4 agents who will all need to see their clients only but not each others. Internally there are 4 of us who will need to see everything. We want it as basic as possible for ease of use..
We have set up the fields but we need help with setting up the deals sections and fully automatic the process and getting the most out of the ZOHO free package
The 4 introducer's send us clients details that want a pension review in the form of a letter of authority form, we then go through the above process to completion. We need for the ones not proceeding (yes/No stage) to automatically be moved to another location where agents can see notes of why not. We want ones that do proceed to automatically be moved to another location when invoice is paid.
You must have a high level knowledge of ZOHO specifically
If you were free to discuss it would be much appreciated.
phil dow
Extra notes:
We have set up the fields but we need help with setting up the deals sections and fully automatic the process and getting the most out of the ZOHO free package
The 4 introducer's send us clients details that want a pension review in the form of a letter of authority form, we then go through the above process to completion. We need for the ones not proceeding (yes/No stage) to automatically be moved to another location where agents can see notes of why not. We want ones that do proceed to automatically be moved to another location when invoice is paid.
You must have a high level knowledge of ZOHO specifically
If you were free to discuss it would be much appreciated.
phil dow
Extra notes:
Philip D.
100% (1)Projects Completed
4
Freelancers worked with
3
Projects awarded
29%
Last project
17 Aug 2017
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies