ZOHO Custom Functions Setup and CSV Generation
Budget: $30 – $250 USD
I'm in need of a ZOHO expert who can configure a few custom function buttons for me. The ideal candidate should have extensive experience with ZOHO CRM and a deep understanding of its functionalities.
Key requirements:
- Set up custom function buttons in ZOHO
- Configure the buttons to:
- Send Emails
- Generate Reports
- Update Records
- Create a CSV file with all leads
- Create a CSV file only with those I have talked to, including comments and meeting details
- The CSV files need to include:
- Basic contact information
- Comments and notes
- Meeting details
The ability to effectively communicate and understand my requirements is crucial. I'm looking for someone who can start promptly and deliver quality work.
Key requirements:
- Set up custom function buttons in ZOHO
- Configure the buttons to:
- Send Emails
- Generate Reports
- Update Records
- Create a CSV file with all leads
- Create a CSV file only with those I have talked to, including comments and meeting details
- The CSV files need to include:
- Basic contact information
- Comments and notes
- Meeting details
The ability to effectively communicate and understand my requirements is crucial. I'm looking for someone who can start promptly and deliver quality work.