NOW: ClickUp.com CRM expert $15 USD / hour
Budget: $15 – $25 USD
Skills required: Must be an expert in this tool, no time to pay for an expert to learn under paid time.
POINTS:
1- Transfer from another system.
2- Able to have overall knowledge of setting up flows of work.
3- Email integration into ClickUp, on each lead. Explain what possibilities we have here.
4- WhatsApp integration per Lead. Preferably without use of API. Explain what possibilities we have here.
5- Automating stages, when status is changed.
6- Automaticaly send out reports, with leads that meet certain criteria, and on those send out columns and information from a view I create.
We have to be able to talk either via Freelancer or other means.
I am looking for 1 hour now, and from there on, we continue to work on ongoing tasks.
Thanks!
POINTS:
1- Transfer from another system.
2- Able to have overall knowledge of setting up flows of work.
3- Email integration into ClickUp, on each lead. Explain what possibilities we have here.
4- WhatsApp integration per Lead. Preferably without use of API. Explain what possibilities we have here.
5- Automating stages, when status is changed.
6- Automaticaly send out reports, with leads that meet certain criteria, and on those send out columns and information from a view I create.
We have to be able to talk either via Freelancer or other means.
I am looking for 1 hour now, and from there on, we continue to work on ongoing tasks.
Thanks!