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Zoho CRM Functionality Explanation and how to implement

₹100-400 INR / hour

Closed
Posted almost 7 years ago

₹100-400 INR / hour

CRM Points [login to view URL] Coming from different sources [Websites , Blog , Manual upload] [login to view URL] will store in Lead_Inquiry table [login to view URL] we having two tables Leads and Leads_Inquiry[Relation Between Leads and Leads_Inquiry is one to one/many] [login to view URL] Duplication process will run on leads [Leads qualification process ], if lead comes duplicate then it mark as refill and notification should be send to BD and Upper hierarchy [login to view URL] Assignment -Automatically leads assigned to front liner [Higher level manager can see all the details for the same , role wise ] -If you want to transfer /Assign leads manually then also -Leads automatically disposed after some days of assignment to the employees and It should be assign to Leads pool [login to view URL] start calling and Convert in to Contacts and accounts with Predefined Mandatory fields [login to view URL] Receipts based on received payments [login to view URL] Service Details with start date , end date with pending state of service -once service will complete authorized person mark as complete
Project ID: 14106746

About the project

Remote project
Active 7 yrs ago

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About the client

Flag of INDIA
Indore, India
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0
Member since Feb 8, 2017

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