Phoenix - Your AI AssistantZoho CRM - 5 Basic Modules, Training & Support
Delivery in
5 days
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What you get with this Offer
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
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
What the Freelancer needs to start the work
Zoho CRM Logins & Basic Configuration requirements