Create 2 Custom Reports in Zoho One (CRM/Analytics) & Add Fields to Some Modules in Zoho CRM
$30-250 USD
Maksettu toimituksen yhteydessä
REPORT 1:
to pull the new leads from the previous week. These are being entered as leads, but moved to deals when a showing is scheduled. So I would need info from both the deals and leads module to be combined. The calls need to be organized by property, which is identified in the account field.
REPORT 2:
to tell me how many showing occurred, by property for the previous week. This would come from the deals module, and would include contact from different stages of our deal process.
ADD FIELDS:
adding the inquiry date field that is in leads to deals, and connecting that info to the deal module.
Projektin tunnus: #21902137
Tietoa projektista
12 freelanceria on tarjonnut keskimäärin $173 tähän työhön
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I am a consultant for Zoho and have a very good experience in working across multiple projects and organizations. Covered projects related to Zoho CRM optimisation, Zoho reports, Zoho projects, workflow automation, Zoh Lisää
