ZOHO CRM Setup for Sales Tracking

Job ID: 40574375

Budget: $250 – $750 USD

I need help setting up ZOHO CRM specifically for sales pipeline tracking. This will primarily be used for managing our business brokerage sales.

Key Tasks:
- Set up sales pipeline stages: Lead qualification, Proposal/Price quote
- Determine if custom fields are necessary and implement them if needed

Ideal skills and experience:
- Proficiency in ZOHO CRM
- Experience with sales pipeline setup
- Ability to customize fields based on business needs

Please provide examples of similar work done.
Related categories: CRM Zoho Sales Management Data Management