Zoho CRM Setup and Automation
Budget: $30 – $250 USD
I need a Zoho CRM expert to set up custom fields and automate basic workflows for our sales process. This project aims to streamline lead management and follow-ups.
Key Tasks:
- Add custom fields (date pickers) to Leads and Deals modules
- Create simple workflows (e.g., email alerts when a deal is updated)
- Set up task reminders for follow-ups
- Minor layout changes to improve user experience
- Basic reporting setup (e.g., open deals by stage, lead sources)
Requirements:
- Experience with Zoho CRM (minimum 2 year)
- Ability to write basic Deluge scripts for automation
- Must deliver within 1-2 days
- Good communication skills and understanding of sales processes
This initial project can lead to long-term engagement if done smoothly.
Key Tasks:
- Add custom fields (date pickers) to Leads and Deals modules
- Create simple workflows (e.g., email alerts when a deal is updated)
- Set up task reminders for follow-ups
- Minor layout changes to improve user experience
- Basic reporting setup (e.g., open deals by stage, lead sources)
Requirements:
- Experience with Zoho CRM (minimum 2 year)
- Ability to write basic Deluge scripts for automation
- Must deliver within 1-2 days
- Good communication skills and understanding of sales processes
This initial project can lead to long-term engagement if done smoothly.