Zoho Stage 1A
Budget: $30 – $250 USD
Stage 1A: Extra items
1. I see that most phone numbers from forms are being imported into a phone field what I would like them to be importing into mobile phone field. I don't think we need any phone field other than mobile phone. We should have the data in records under phone migrated to mobile phone.
2. I see that we have ambiguous date with a name under lead name, last name, and first name. Since all forms have Last Name and First Name, do we need to have a separate lead name. If not, let eliminate this and have you covert any lead name data to last name and first name for all zoho records where needed
3. I was looking at lead like Sean VizCarrondo became prequalified. I looked in this history and can't see where it came prequalified over an open consult? Do you know it and other leads seem to automaticallly become qualified.
4. Suppose a lead has it's status changed to lost lead. Will they stay in the lead list? When does someone exit the lead list.
5. The visible sales pipeling on the deals page overview shows every status such as consult no show, consult cancelled, etc. Is this the best way to organize the pipeline as these are really branches off the main pipeline.
6. When I click on a deal, how can I see the contact information. Such as I click a deal, and it is showing a deal that was created. But now I want to email, message, of call the individual. I don't see how to do that when I click on the deal?
7. Can a standard list of deals be created with pre-entering surgical costs?
8. Can Is lasik right fo me answers be shown when I click on a lead's name. How do I see it. Thank u.
9. Ensure phone number formatting is compatible with SMS and clean data
10. Provide 30 days of Zoho support answering questions regarding operations and setup and customization (not including any projects)
1. I see that most phone numbers from forms are being imported into a phone field what I would like them to be importing into mobile phone field. I don't think we need any phone field other than mobile phone. We should have the data in records under phone migrated to mobile phone.
2. I see that we have ambiguous date with a name under lead name, last name, and first name. Since all forms have Last Name and First Name, do we need to have a separate lead name. If not, let eliminate this and have you covert any lead name data to last name and first name for all zoho records where needed
3. I was looking at lead like Sean VizCarrondo became prequalified. I looked in this history and can't see where it came prequalified over an open consult? Do you know it and other leads seem to automaticallly become qualified.
4. Suppose a lead has it's status changed to lost lead. Will they stay in the lead list? When does someone exit the lead list.
5. The visible sales pipeling on the deals page overview shows every status such as consult no show, consult cancelled, etc. Is this the best way to organize the pipeline as these are really branches off the main pipeline.
6. When I click on a deal, how can I see the contact information. Such as I click a deal, and it is showing a deal that was created. But now I want to email, message, of call the individual. I don't see how to do that when I click on the deal?
7. Can a standard list of deals be created with pre-entering surgical costs?
8. Can Is lasik right fo me answers be shown when I click on a lead's name. How do I see it. Thank u.
9. Ensure phone number formatting is compatible with SMS and clean data
10. Provide 30 days of Zoho support answering questions regarding operations and setup and customization (not including any projects)