Phoenix - Your AI AssistantSet Up Of Zoho for Lead Tracking
- Posted:
- Proposals: 3
- Remote
- #391717
- Awarded
have already sent a proposal. Description
Experience Level: Intermediate
Estimated project duration: less than 1 week
General information for the business: We are Fire and Security System Installers
Description of support work: I am looking so set up a user Zoho account for tacking of sales leads.
We currently use a google spreadsheet which serves us well as its really simple but feel that the time has come to move to Zoho for the extra features and benefits it offers.
I can provide a list of fields from the google spreadsheet.
At this time we are not looking to import existing information.
The set up will require 3 users only so it can be based on the free service offered by Zoho.
User 1 - Requires Administration
User 2/3 - Remote Sales so require basic input/view rights only.
Extra notes:
Description of support work: I am looking so set up a user Zoho account for tacking of sales leads.
We currently use a google spreadsheet which serves us well as its really simple but feel that the time has come to move to Zoho for the extra features and benefits it offers.
I can provide a list of fields from the google spreadsheet.
At this time we are not looking to import existing information.
The set up will require 3 users only so it can be based on the free service offered by Zoho.
User 1 - Requires Administration
User 2/3 - Remote Sales so require basic input/view rights only.
Extra notes:
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