Set zoho crm työt
Konsultointipuolen yrittäjä hakee osa-aikaista assaria 15-20 tunniksi viikossa. Mieluusti työ tehdään kello kymmenen ja kuuden välillä. Tehtävänäsi on liidien generointi, tapaamisten sopiminen (chatissa) ja follow up. Päävastuut: -Identifioi hyvät liidit LinkedInistä jotka osuu meidän kriteereihin. -Laita niille kustomoituja viestejä LinkedInissä, sähköpostia jne. -Pidä meidän CRM ajan tasalla ja laita follow-upit ajallaan. -Träckää myyntiin ja liidien generointiin liittyviä numeroita. Vaadimme hakijoilta: -Sujuva suomenkielen kirjoitus. -Vakaa netti jossa Skype pelaa hyvin. -Detailorientoitunut ihminen joka pystyy keskittymään kyll...
I'm in need of a skilled developer to create a web application for influencers. This application will serve as a platform for influencers to offer their services to companies for advertising and commission-based marketing. It will also include a comprehensive customer relationship management system, data storage, and reporting functionalities. The application will also feature financial management capabilities, payment methods, and invoicing. The successful freelancer for this project should ideally have: - Proven experience in web application development, particularly in the influencer marketing field. - Strong knowledge of customer relationship management and data storage/reporting. - A solid understanding of finance management within software. - Proficiency in integrating payment ...
...design, and demonstrate ability to adapt visual style to a multi-category general store - Be flexible and open to collaborative discussions on design Critical to this project is the seamless integration of essential third-party tools for successful functionality of the store. These integrations include: - Email marketing software - Inventory management software - Customer relationship management (CRM) software If you possess the above skills and have previous experience with these integrations, please place your bid. Thanks! — — — — — UPDATES: We pre-purchased Spocket, DSers, and Zendrop. We want to use a pre-built theme so we can manage everything ourselves. We like the Enterprise theme, but we're open to suggestions...
...Management will be considered an advantage, although candidates with little or no professional experience are also encouraged to apply. TASKS -The candidate must speak fluency in the Brazilian language and be willing and able to work at the beginning in a shift pattern (6 hours), covering working hours between 09:00 and 00:00. -The candidate must be able to contact (chat and call through our CRM) new users (supplied by the company), explain the site's functionality, help them get all the available bonuses, and make their first deposit. - The candidate must be responsible for managing client accounts, ensuring their needs are properly addressed and solutions are promptly provided. -The candidate must be able to effectively communicate with clients and resolve issues on t...
...communication and negotiation skills. - Proficiency in proposal writing. - Past success in lead generation and cold calling. Ideal Skills & Experience: - Proven experience in sales, preferably in a tech-related industry - Strong communication and negotiation skills - Understanding of the web & mobile app development process - Ability to work independently and as part of a team - Experience with CRM software is a plus If you are results-driven, motivated, and have a track record of excelling in business development roles, we'd love to have you on board. What We Offer: Competitive 20% commission on every completed project brought in by you. Unlimited earning potential with no maximum barrier. Access to our team's expertise and support throughout the project li...
1) I want the ESTIMATE to allow the deposit but then show the balance and split that balance up between invoices. Can we show the former ESTIMATE and any related and paid INVOICES on the current invoice? So like The ESTIMATE shows what I suggested. Then the next INVOICE would show the project total, what was paid, what was still a balance (maybe the related, original ESTIMATE and the amount due on that invoice. And then show the next invoice (or invoices?) ANd then INVOICE #2 would show similar - the past paid and info + the current and future. Or maybe I’m thinking of this wrong and overly complex! I’m open to your expertise! 2) So then all of this - the ESTIMATE and INVOICES also appear in QuickBooks ledger as normal?
I'm in need of a professional who can help me set up my directory website using Brilliant Directory software and ensure it's SEO-friendly. The primary goal of the website is to list local businesses, so experience in this area is a must. Key requirements: - Set up a directory website using Brilliant Directory software - Implement SEO strategies to the website - Ensure the website is SEO-friendly - Optimize the website for: - Keyword optimization - Local SEO enhancements - On-page SEO improvements Ideal Skills: - Proficiency in Brilliant Directory software - Proven experience in creating and optimizing directory websites - Strong SEO knowledge and experience in improving SEO performance - Ability to meet the requirements of the project in a timely and efficient man...
Hello we are looking for a specialist to set up Set Up GA4 E-commerce Tracking and reporting for a Belgian Touroperator website.
I'm in need of a professional who can help me set up my directory website using Brilliant Directory software and ensure it's SEO-friendly. The primary goal of the website is to list local businesses, so experience in this area is a must. Key requirements: - Set up a directory website using Brilliant Directory software - Implement SEO strategies to the website - Ensure the website is SEO-friendly - Optimize the website for: - Keyword optimization - Local SEO enhancements - On-page SEO improvements Ideal Skills: - Proficiency in Brilliant Directory software - Proven experience in creating and optimizing directory websites - Strong SEO knowledge and experience in improving SEO performance - Ability to meet the requirements of the project in a timely and effici...
...using for SMS messaging and voice calls. I need a professional who can help me set up an advanced Twilio system. Key Tasks: - Configure Twilio's advanced features for SMS messaging and voice calls. - Implement automated services to manage responses. - Ensure all setup respects 10DLC guidelines. Additional Requirements: - I'm using 'Service Fusion' for managing my contacts. I need the Twilio system to be integrated seamlessly with this CRM platform. - I need detailed documentation on the setup and how to scale or manage it in the future. Ideal Skills: - Proficiency in Twilio and its advanced features. - Experience in setting up automated services. - Prior experience in integrating Twilio with CRM platforms. - Excellent communic...
...looking for a Sales Executive who can excel in closing deals with businesses. The ideal candidate will have a strong track record of generating leads and converting them into sales, particularly within the B2B space. Responsibilities: # Engage in Zoom/Google Meet calls with interested leads. # Develop and maintain relationships with new and existing clients to explore new opportunities. # Utilize CRM software to track client interactions and sales progress. # Meet and exceed sales targets by closing deals and upselling to existing clients. The ideal candidate should have: - Proven experience in B2B sales, ideally within the marketing industry. - A solid understanding of various marketing strategies and the ability to leverage them effectively to drive sales. - Exceptional neg...
...development and services business, focusing on web development, mobile app development, and CRM implementation. I've provided services in the healthcare, finance, and retail sectors in the past. I'm looking for a sales expert who can assist me in expanding my client base and improving my operational efficiency. The main goal of this project is to increase efficiency in the sales process and overall business operations. Key skills and experiences needed for this job include: - Proven sales experience, ideally in the IT/software sector - Knowledge of healthcare, finance, and retail industries would be a plus - Ability to understand and communicate the benefits of web development, mobile app development, and CRM implementation to potential clients - Strong negotia...
We need an expert who can handle the issue OCI Remote peering connection after setup and it is not peered it goes to Invalid We need a series and hardworking networking expertise. Skills 1- Networking Expertise 2- Remote Peering Connections 3- Troubleshooting Networking 4- Two OCI with different tenant and different regions *** We will be using two testing OCI for this demonstration***
I have a set of tech-related tasks that require your expertise. As a freelancer working on this project, your role will extend from setting up applications to webpage development, centered around improving my workflow and data comprehension. Key Tasks: - Setting up MS Outlook for effective email management. - Automating routine tasks using Zapier. - Integrating a Customer Relationship Management (CRM) system. - Website development from scratch. - Creating a Google Form for data collection. - Configuring analytics for email campaigns. - Performing sentiment analysis to understand customer feedback and sentiments. Ideal Skills and Experience: - Proficiency in MS Outlook and its configuration. - Experience in automation using Zapier. - CRM integration expertise. - Skill...
...business operations and processes. The ideal candidate will be proficient in a variety of software and technologies, and have prior experience with CRM systems, email management and web development. Key Tasks: - Setting up Outlook & email management - Automating tasks with Zapier - Integrating CRM system - Developing an e-commerce website with specific features including: * User registration and login * Social media integration * Contact form * Image gallery * E-commerce capabilities - Creating a Google Form - Analyzing data with analytics - Performing sentiment analysis Desired Skills: - Strong proficiency in Outlook, Zapier, CRM systems, and Google Forms - Experience in e-commerce website development - Knowledge of data analytics and sentiment ana...
I'm seeking a skilled pr...seeking a skilled programmer familiar with Zoho and smart calendar applications. Key deliverables should include: - Developing a smart calendar with strong app integration features - Ensuring compatibility with the Zoho Creator platform - Designing the calendar to display as a timeline with columns - Using one table to show detailed information about apartments - Each row should represent a separate apartment. The main information to be displayed is the availability of the apartments. This calendar must interact seamlessly with Zoho Creator, pulling the necessary data in real time. Well-rounded knowledge of Zoho Creator and smart calendar integration will be essential for this project. every change in the calendar will checked in...
I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...
I'm seeking a Zoho expert based in Bucharest, Romania, who can assist with several tasks related to Zoho integration. Key requirements include: - Experience in Zoho Books integration and Zoho Creator app development. - Proven ability to implement Zoho One that supports 10-50 users. Additionally, the ideal candidate must have: - A strong capacity to customize workflows and automations within Zoho's ecosystem. - Hands-on experience integrating Zoho with various third-party applications. - Expertise in designing and providing reporting and analytics capabilities through Zoho. Looking forward to collaboratively creating a robust, efficient, and easy-to-use business platform.
Looking to convert a Symfo PHP CRM into a multi tenant SAAS system to onboard multiple clients at single instalation with subscription plans and billing. Demo of the CRM at More details on the requirements and onboard flow is aa follow 1. Create a landing page to show subscription packages and registration/login page 2. On Registration page, need add all customer and business related details along with subdomain. 3. On Registration client is taken to on-boarding screen/loading screen , during the time his instance is getting ready/setup 4. Each new customer/tenant will have a seperate database ( preferred) to isolate the daata from each other. Single database multi tenant also can be done if less efforts. 5. Subscription packages based on per user billing and features
About Us ------------------------------------------------------ Our startup has 2 products - a lead management and a chat-based CRM platform and we are looking for a part-time software tester to help us achieve our software quality goals. Part-Time Tester ------------------------------------------------------ We are looking for a software tester to assess software quality through manual and automated testing for both our products. You will be responsible for finding and reporting bugs and glitches for our development team to fix. The role will be entirely remote, giving you the flexibility of working from home. Candidate’s Experience ------------------------------------------------------ The candidate will need to have at least 1 year experience designing, developin...
...Appointment Setter Industry: Finance Target Audience: Yes, specific demographic/industry Primary Goal: This question was skipped Skills and Experience Required: - Experience in appointment setting within the insurance industry - Strong communication and persuasion skills - Knowledge of insurance products and services - Ability to identify and target the specific demographic/industry - Proficiency in CRM software and lead generation tools - Proven track record of successful sales meetings or product demonstrations - Attention to detail and ability to handle general inquiries efficiently Project Description: We are seeking an experienced appointment setter to join our team. As a Finance company, our primary goal is to schedule sales meetings and product demonstrations wit...
I'm ...first. Promo Standards - Order Status 2.0.0 Here is the M2 site - nvspromo.com. You cannot place orders on but Yes, the customer orders on nvspromo.com. Orders are accessed when a client logs into their user account - it is connected to our Zoho CRM and they can see their order history. Those Orders however, do not have any sort of Order Status connected to them. We will need to add the Order Status from our CRM onto the Magento Orders. Ideal candidates should have significant experience in creating custom endpoints and a strong background in API documentation and Magento. A clear understanding of different API documentation styles is advantageous. Please highlight your relevant skills and experience in your bid.
I am in need of a proficient web developer who can tweak my personal business website. Here are my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightf...my primary requirements: - Integration of an efficient and user-friendly contact form to make communications more straightforward and accessible. The target audience of this website is our existing clients, hence it is crucial for the freelancer to have a concrete understanding of user experience, ensuring that every feature implemented is user-oriented and effective in retention. Experience in CRM integration and web design is essential. Your main task would be to maximize user interaction while ensuring website efficiency, assisting us in enhancing client rela...
I'm looking for a Pipedrive expert who can assist in streamlining our lead management processes. This is pivotal to improving efficiency and efficacy in our sales team's operations. Key Responsibilities: - Customizing Pipedrive to suit ...implementing complex workflows within Pipedrive - Integrating Pipedrive with other tools to ensure seamless data flow and productivity Ideal Skills and Experience: - Proven experience in implementing Pipedrive for sales teams - Deep understanding of sales processes and lead management - Ability to create and implement complex workflows - Experience in integrating Pipedrive with other tools, such as CRM or marketing automation tools This is a critical project for us, and we're looking for someone who can help us leverage Pipedrive ...
I am in need of a custom CRM system tailored for my mechanic shop. - Customer Management: The CRM should be adept in managing customer information, including tracking customer service history and sending automated service reminders. - Appointment Management: A sophisticated calendar system with drag-and-drop functionality is crucial for effective scheduling. It should also have the capability to send automated email reminders and allow for easy rescheduling of appointments. I am looking for a freelancer who has experience in developing CRM systems, particularly for the service industry. A solid understanding of customer relationship management, appointment scheduling, and email automation is essential. Experience in working with mechanic shops or similar businesses...
Hello, I want to set up a binary options site. It will be exactly like the IQ OPTION site. I would appreciate it if friends who have experience in this field could write and contact me. Friends who can do the installation, including the script, I am waiting for an offer from you, thank you. I WOULD LIKE TO REQUEST THE SCRIPT AND INSTALLATION FEE. IF YOU HAVE ONE, COULD YOU SHARE A SIMILAR PROJECT YOU HAVE DONE BEFORE? THANK YOU. I have attached the site script and similar ones, I would appreciate it if you could take a look.
I'm in need of a skilled developer or team, capable of creating a multifunctional AI system for a new solar energy business ...ensure cloud-based, anywhere access. Finally, the AI system needs to have integration capabilities, allowing seamless connection with existing software in the business environment: - CRM systems: To provide comprehensive visibility into customer engagement. - Energy monitoring systems: Need to integrate data for the most accurate results. - Billing systems: To streamline financial processes. Ideal freelancers would have previous experience in AI software development, with knowledge of predictive analytics, and a strong understanding of energy management and the solar industry. Familiarity with CRM, billing, and energy monitoring systems ...
I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...
...me revamp my company's Zoho Bigin system. For the project, focus will be on: - Lead management: This is a critical aspect that needs streamline. You should be good in setting up a practical, effective system that is easy to maintain and update. - Sales pipelines: We desire to monitor sales processes better and easily spot opportunities, hence your expertise in setting up sales pipelines is essential. My team is small and I anticipate no more than ten users. That said, the system should allow easy addition and removal of users, with minimal technical assistance needed. Finally on customization, I need basic changes done. These include layout adjustments, additional fields for more details, and workflows to ease operations. You should have extensive experience in Zoho...
...service delivery. - **Work Order Management**: Maintain a clear overview of tasks assigned, completed, and pending. System Integration: - **CRM**: seamless integration with our Customer Relationship Management system, ensuring smooth communication. - **ERP**: Inclusion of Enterprise Resource Planning will streamline the overall management of resources and services. - **Inventory Management**: Incorporating Inventory management systems will enhance our ability to track and supply necessary resources. Ideal candidates should have experience with: - Developing Field Service Management Systems - Working with large numbers of users - Integrating systems like CRM, ERP, Inventory Management and Accounting Systems The successful freelancer will be able to provide a comprehensi...
I'm looking for a Korean speaking telemarketer who can help me in qualifying lead...this solution. Key tasks for this project include: - Making outbound calls to potential leads - Qualifying these leads based on their interest and requirements in cloud computing - Documenting these calls and the results in a CRM platform - Providing regular updates on qualified leads via phone calls The ideal freelancer for this project should have: - Prior experience in telemarketing, particularly in the IT solutions sector - A good understanding of cloud computing services / ITSM - Excellent communication and interpersonal skills - Proficiency in using CRM platforms for lead management Looking forward to receiving bids from freelancers with a proven track record in telemarke...
I need help with migrating my accounting data from Zoho Books to another software. - The data to be migrated is less than 1 year of transaction records. Ideal Skills and Experience: - Experience with Zoho Books - Proficiency in data migration - Strong understanding of accounting principles - Attention to detail and accuracy in data transfer - Ability to complete the task in a timely and efficient manner. Please provide details on your experience with data migration, especially if it involves Zoho Books.
Hi, I'm looking for CA who can do the audit, file ITR & MCA requirement. Along with good level of understanding of zoho.
I am in need of a customer relationship management (CRM) system for my small business. The system should be web-based, serving 1-10 users. The primary functionalities required include: - Customer Data Management: The CRM should allow for detailed customer profiles, including contact information, purchase history, and notes on interactions. - Sales Tracking: It should be capable of tracking sales activities, opportunities, and providing sales performance reports. - Lead Management: The system should assist in lead collection, organization, and conversion tracking. Ideal candidates for this job should have: - Proven experience in developing web-based CRMs, preferably for small businesses - Proficiency in customer data management, sales tracking, and lead management - Strong c...
I made a wordpress custom theme. Devs don't like to document things (I kept asking...) so need to force the matter and have someone just do it! The focus is on what is not obvious. e.g. The footer has a "join newsletter button", but where do you edit that and how does it integrate with the CRM? (And if there is custom shortcode where is that written) I need someone who knows Wordpress and to write simple documentation in a Google Doc (for me/devs- You don't need to explain how to copy/paste! ;)). This is not hardcore stuff, it's spending time on my site (I can tell you obvious things), seeing what needs to be explained (asking questions) and then writing the shortest explanation possible with screenshots so any dev (or me!) will know how to update someth...
I need a Zoho expert who is proficient in the CRM module to make customizations. Should be able to start immediately. My requirement includes: - Assigning data from one module to another. I have skipped specifying the exact changes to be made however I am looking for someone who can adapt on-the-go as we try different changes to improve our workflow. Completion time is a priority for me as I need this done ASAP. Therefore, experience in working with Zoho CRM and a fast turnaround time are a must. Ideal Skills: - Zoho CRM - Module customisation - Fast turnaround - Ability to adapt and problem solve.
I am looking for a skilled sales and client service specialist to assist in improving our lead generation and customer relationship managemen...cold calling, networking, digital marketing, and advertising. The end goal is to cultivate client relationships and convert into profitable business opportunities. Tasks Involved: - Fine-tune our current lead generation strategies - Develop or advise on CRM strategies. Ideal Skills: - proven experience in sales and customer relationship management - practical knowledge of digital marketing - expertise in cold calling and networking Note: Although it is not explicitly required, the use or understanding of any automation tools or CRM software would be a plus. The objective is to streamline and possibly automate our processes for b...
I'm seeking an experienced developer to create a Serp Tracking system for my Perfex CRM tool. Key features include: - **Rank Tracking:** The completed system should be able to track keyword ranks efficiently. - **Keyword Rank Tracking:** Instead of tracking URL or competitor ranks, the focus should be on keyword ranking. - **Detailed Tracking:** The system should be capable of tracking and delivering the top 500 search engine results for each keyword. Ideal candidates will have previous experience building Serp Tracking systems particularly for Perfex CRM. Proficiency in keyword rank tracking is a must for this job. and -- I want to develop a Serp Tracking system for the Perfex CRM system. The customer's website is available in the customer data. ...
I run an instant grass company in South Africa, where we work on farming, delivering, and installing Kikuyu and LM Grass. Currently, I require a professional to set up the Bigin CRM system (Zoho) for my company. It should cater to 1-5 users. Key functionalities I'm looking for include: - Customer management - Task management - Sales funnel tracking - Importing leads from online platforms In terms of online platforms, the successful freelancer should set up importing leads from Facebook Ads, Google Ads, and our website contact forms. Ideally, you'll be experienced in CRM system setups and the Zoho platform. An understanding of online marketing platforms and lead generation will also be beneficial for this project.
I am seeking an expert to develop and integrate advanced modules into my existing Zoho systems including CRM, Sales, and Inventory. Your role will include: - Developing customized reporting capabilities - Implementing workflow automation functionalities - Integrating with third-party applications Your expertise with Zoho modules, particularly in CRM, sales, and inventory, is critical. Your understanding of systems integration and ability to create custom reports and automate workflows will be instrumental for the success of this project. Precise third-party applications for integration will be discussed during project scoping. Fluency in Zoho, systems integration, and creating custom workflow automation is key for this project.
I'm in need of a competent virtual assistant for my growin...with performing data entry jobs as part of your duties. Having a keen eye for detail and excellent organization skills will be of immense benefit in carrying out these tasks effectively. Key tasks and qualifications include: - Reaching out and sifting through leads via phone call - Classifying those explicit in their disinterest in our services or no budget - Performing data entry tasks into CRM - Proficient communication, sales email skills - Exceptional organization and classification skills - Ability to work independently Previous experience as a virtual assistant, particularly in lead organization AND SALES , would be highly advantageous. if possible for every appointment booked by you there will be extr...
I am seeking a seasoned salesperson with a strong background in CRM software, particularly those that are used for customer service functions. Your main responsibilities will be selling our CRM software to large corporations. Requirements: - Extensive experience in CRM software sales. - Deep understanding of customer service-oriented CRM tools. - Proven record of selling software to large corporations. Those who can demonstrate a solid track record of high value sales within this specific arena will be highly considered. This role requires an assertive, professional, and dynamic individual who is driven by beating sales targets. Your passion for customer service technology should shine through and inspire potential clients.
I'm seeking a skilled freelancer to analyze data provided. I can provide an excel file which will have -Customer -Invoice Number -Date -Product Details -Quantity -Unit Price -Purchase Amount I have this data for last two years in monthly files. We want to observe the trends in sales, most selling product, most profitable product, least profitable pro...Customer Service and sales side of the business. I would like this second file to extract selective data from the master file and propmt the user to make phone calls to existing customer and note down the call notes and mark that a certain customer has been contacted on this date and will be needed to be contacted again in 1 month again. Also in this same file have a similar sheet for New Customers CRM for cold calling and...
I'm looking for a Zoho expert who can help me with improving my inventory management, streamlining sales and customer relationship management, and increasing overall efficiency and productivity. Looking to build a template platform that will be recreated across multiple companies. Key Responsibilities: - Assist with data import/export in Zoho Inventory - Customize fields and layouts in both Zoho Inventory and CRM - Integrate Zoho Inventory with my existing CRM system and sales tracking system Ideal Candidate: - Proven experience with Zoho Inventory and CRM - Strong understanding of inventory management principles - Experience in customization and integration of Zoho systems - Excellent communication and problem-solving s...
I'm looking for a skilled CRM developer who can make some strategic adjustments to our CRM system. The goal is to enhance the platform with new features, optimize existing ones, and refine the user interface. Key Tasks: - Add new features: The new functionalities we're looking to introduce revolve around advanced reporting and analytics, and task automation. - Improve existing features: Your expertise in CRM development will be pivotal in refining the current features to make them more efficient and user-friendly. - Customization of user interface: A customized user interface is essential for a better user experience. The ideal candidate should have: - Proven experience in CRM development - Proficiency in integrating third-party software - Strong bac...
I'm looking for a talented 3D artist to design a modern, sleek bag, suitcase and combo set for an upcoming product line. The designs should encapsulate a sophisticated and contemporary aesthetic that appeals to a stylish, discerning clientele. Although I didn't specify an emphasis on any particular features, creativity is encouraged! Ideal skills & experience would be: - Proficiency in 3D modeling and design, preferably with a portfolio of similar work - Strong understanding of modern design principles - Ability to interpret and execute creative vision - Excellent communication skills to facilitate the design process. We are looking for someone who will make a nice suitcase and a bag like a set. We have the idea but we want to modify it, so we need someone...
For this project, I'm looking for an expert in Perfex CRM with a knack for creating well-organized and professional-looking PDF templates. Here's what I need: 1. "Total Amount" Layout Changes: - Replace the current numerical display of the total amount with a written format. - The currency should be displayed in words and must be in Euros (EUR). 2. Footer Alterations: - Incorporate legal information about my company in the center of the document footer. These modifications are crucial for improved visual representation and legal compliance. The freelancer hired for this task should understand the principles of layout design, the specifics of the Perfex CRM system, and be able to work independently with minimal supervision. An eye for detail and...
Hi Fadl Rahman E., I noticed your profile and would like to offer you my project. We can discuss any details over chat.
Using a data set filter data to another set to show case dashboard metrics and KPIs
