Zoho thrive set up
Budget: $30 – $250 USD
My business works with funeral directors who refer clients to us, and we want to reward them with commission payments.
We are seeking a Zoho expert to set up Zoho Thrive to manage referral partners, track leads, and automate commission calculations and payouts.
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Project Requirements:
1. Zoho Thrive Setup
Create a partner referral program.
Generate unique referral links or codes for each funeral director.
Ensure referral data integrates with our existing Zoho CRM.
2. Commission Tracking & Payouts
Set rules for calculating commissions (flat fee).
Automate approval and tracking of commissions due.
Generate payout reports and maintain records of past payments.
3. Partner Portal
Set up a portal where funeral directors can:
Submit referrals.
Track their commission status.
Download our marketing materials (PDFs, videos, etc.).
Order leaflets, and brochures from us to post.
Please bid fixed price for project.
Must be an expert !
We are seeking a Zoho expert to set up Zoho Thrive to manage referral partners, track leads, and automate commission calculations and payouts.
---
Project Requirements:
1. Zoho Thrive Setup
Create a partner referral program.
Generate unique referral links or codes for each funeral director.
Ensure referral data integrates with our existing Zoho CRM.
2. Commission Tracking & Payouts
Set rules for calculating commissions (flat fee).
Automate approval and tracking of commissions due.
Generate payout reports and maintain records of past payments.
3. Partner Portal
Set up a portal where funeral directors can:
Submit referrals.
Track their commission status.
Download our marketing materials (PDFs, videos, etc.).
Order leaflets, and brochures from us to post.
Please bid fixed price for project.
Must be an expert !