Zoho setup and integration ​/​ automating sales orders​,​ customer's signature

Published: Jan 25 2021
Valid until:
Feb 24 2021
Balance
$750

Project description

The project involves setting up and integrating Zoho to build the process as described below:

https://drive.google.com/file/d/1E270OJnP7bHS109adVm9RXfoQZZijdTA/view?usp=sharing

The software we use:

- Zoho

This project might be followed by another projects and setups we want to implement in our Zoho system and software stack.


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Project scope

Deal balance update
Sale order sending automation
Balance sheet sending automation

Required software

  • Zoho

Skills

  • CRM

Location

Israel

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