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

  • Richard W. 23 days ago

    Excellent work, as always

  • David A. 2 days ago

    Excellent work. I'm very pleased

  • Francis Q. 2 days ago

    Outstanding work, thanks..

  • MCR Marketing 14 days ago

    Excellent Work!

  • S D. 11 days ago

    Great work thank you

  • Kristian P. 26 days ago

    As usual, excellent. Thanks

  • Iain M. 10 days ago

    Awesome

  • Omar S. 23 days ago

    Working with worker was a pleasure.He did a very good job.

  • Nuha W. 14 days ago

    Perfect work. Patient with the Costomer. Professional

  • Erwan N. 24 days ago

    Very good job and quick service !

Order details€235

5 days