Migration of emails in outlook to zoho and setting up of accounts/potentials etc
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- Proposals: 3
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Description
Experience Level: Intermediate
Hi
I've been using outlook and now want to have a record of my leads and conversations in zoho too. I have set up a zoho account but am not very good on it. So I need:
1. someone to copy my emails over to zoho and organise in the right way
2. some zoho training
3. go through all leads in there and add in twitter and linkedin in profiles where people have them
4. go through my outlook inbox and copy over all emails, by company, in to leads folder, labelled 'contacted' so I can see the history i have with these organisations. Or are they better to go into potentials? What's the difference between potentials and leads?
5. teach me the accounting/billing side of Zoho - i don' t need this yet but i presume you can automatically bill once an account has been set up?
6. integration of Zoho with 2 linkedin and 2 twitter accounts
7. Zoho was integrated with my outlook but it doesn't seem to be working now.
Can you help, and give me a price for this? I can talk tomorrow afternoon (UK time). Also do you offer on-going zoho management services?
Many thanks
Jane
I've been using outlook and now want to have a record of my leads and conversations in zoho too. I have set up a zoho account but am not very good on it. So I need:
1. someone to copy my emails over to zoho and organise in the right way
2. some zoho training
3. go through all leads in there and add in twitter and linkedin in profiles where people have them
4. go through my outlook inbox and copy over all emails, by company, in to leads folder, labelled 'contacted' so I can see the history i have with these organisations. Or are they better to go into potentials? What's the difference between potentials and leads?
5. teach me the accounting/billing side of Zoho - i don' t need this yet but i presume you can automatically bill once an account has been set up?
6. integration of Zoho with 2 linkedin and 2 twitter accounts
7. Zoho was integrated with my outlook but it doesn't seem to be working now.
Can you help, and give me a price for this? I can talk tomorrow afternoon (UK time). Also do you offer on-going zoho management services?
Many thanks
Jane
Jane W.
100% (37)Projects Completed
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Last project
18 Apr 2021
United Kingdom
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Jane
How many email account?
Do you want it done tonite?
290775
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