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