Need Zoho workflow setup
Budget: $30 – $250 USD
Just subscribed to Zoho CRM. Still in trial period and so far so good. I manage the Real Estate Agent Onboarding process for my brokerage. I currently have a spreadsheet Name, email, role rows and at the top going across various tasks I need to complete for each once they sign paperwork. I insert a checkbox under each task after complete. This spreadsheet has become super cumbersome and inefficient. Zoho says they best way to assign tasks to each contact is to setup a workflow. I would like a second opinion as well as someone to help set this up for me. I can provide a task list and give details on when tasks need to be completed in the process