Zoho Workflow Automation Development
Budget: $250 – $750 USD
I'm looking for a skilled Zoho developer to create a few workflows and buttons to automate the process of handing off work from an appointment setter with unqualified leads to sales with qualified leads.
Requirements include:
- Automate handing off qualified leads to sales based on lead status change.
- Integrate a lead qualification checklist as a prerequisite for handoff.
- Add an archive button to archive leads and set follow-up tasks for later dates.
Ideal skills and experience:
- Expertise in Zoho CRM and workflow automation.
- Experience with lead management and sales processes.
- Strong understanding of lead qualification criteria.
Requirements include:
- Automate handing off qualified leads to sales based on lead status change.
- Integrate a lead qualification checklist as a prerequisite for handoff.
- Add an archive button to archive leads and set follow-up tasks for later dates.
Ideal skills and experience:
- Expertise in Zoho CRM and workflow automation.
- Experience with lead management and sales processes.
- Strong understanding of lead qualification criteria.