ZOHO Project - Contacts​,​ Leads​,​ Opportunity and Reporting Support

Published: Aug 09 2021
Valid until:
Sep 08 2021
Budget
$150

Project description

We have ZOHO​,​ but need someone that understands how to properly configure the contacts​,​ leads​,​ opportunity sections along with the reporting to help setup the sales process.

Project scope

CRM audit and defining areas of improvement
Defining initial CRM setup (pipelines, custom fields, stages, labels)
Integrating CRM with email
Setting up analytics and reports

Required software

  • Zoho

Skills

  • CRM

Location

18301 Von Karman Avenue, Irvine, California 92612, United States

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