Zoho CRM Functionality Explanation and how to implement
₹100-400 INR / giờ
CRM Points
[url removed, login to view] Coming from different sources [Websites , Blog , Manual upload]
[url removed, login to view] will store in Lead_Inquiry table
[url removed, login to view] we having two tables Leads and Leads_Inquiry[Relation Between Leads and Leads_Inquiry is one to one/many]
[url removed, login to view] 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
[url removed, login to view] 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
[url removed, login to view] start calling and Convert in to Contacts and accounts with Predefined Mandatory fields
[url removed, login to view] Receipts based on received payments
[url removed, login to view] Service Details with start date , end date with pending state of service
-once service will complete authorized person mark as complete
ID dự án: #14106746