5 days
Zoho CRM - 5 Basic Modules, Training & Support
About this ad
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
About the seller
Reviews on the ad
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Isobel T. 3 days ago
Great job. Patient with our amendments and speedy responses.
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Paul L. 11 days ago
Great job
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Paul A. 15 days ago
Once again completed to wik with speed and courtesy, I reccomend 100%!
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David A. 16 days ago
Excellent work. I'm very pleased
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Daphne D 5 days ago
My fave!
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Erwan N. 8 days ago
Another perfect job :-)
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Jesse R. 20 days ago
Great work.
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Kristian P. 3 days ago
As usual, excellent. Thanks
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Richard K. 15 days ago
Fantastic service yet again! Thanks
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Omar S. 6 days ago
Working with worker was a pleasure.He did a very good job.