Vtiger workflow emails jobs

i need his task in 1 hour Max Hello I'm looking for an experienced WooCommerce expert to help with two pressing issues related to emails and checkout form. - Email Issue: For some reason, my WooCommerce site is not sending emails properly. I need this issue fixed so that customers receive order confirmations, shipping details, and other necessary emails in a timely and reliable manner. - Checkout Form Modification: I also need to make some modifications to the checkout form. I'm looking to possibly add or remove certain fields, change the labels of some, and possibly customize the design a bit. Ideal candidates for this project should have: - Proven experience working with WooCommerce, and a deep understanding of its email system. - Experience in customi...

Gmail ActionMailer has stopped working and I'm encountering an authentication error. After I changed my email password, and now I'm unable to send emails from my application.

...customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging important messages. Draft, proofread, and send emails on behalf of the CEO. Organize and archive emails to keep the inbox efficient and clutter-free. Miscellaneous Virtual Assistant Tasks: Schedule and coordinate meetings, appointments, and travel arrangements. Prepare reports, presentations, and other documents as needed. Perform research and gather information to support the CEO's decision-making. Handle other administrative tasks as assigne...

Seeking assistant for contact research, Data entry for contact phone & emails. Job Duties: Gather Contact Info Email & Phone Number for the following U.S States: 1. Utah ( Primary Home State) 2. Nevada 3. Idaho 4. Wyoming 5. Arizona 6. New Mexico 7. Colorado -Locate all Roofing companies by state and compile a list for me to email & offer property claim insurance services. - Locate all Restoration & Mitigation Companies by state to offer insurance property claim services. Contact Emails for HR preferred/ management. Email & Phone compiled into a spreadsheet or what you see best fit for a email list to send out. I am based in Utah so starting homebase and spreading out to surrounding states after. would like to have 100+ roofing...

...If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applications for Zoho CRM. - Prior experience integrating CRM systems with AI tools. - A good understanding of workflow automation and custom reporting. To be considered, tell me what you have done so far in this space and let me know what your hourly rate would be. Your role would be pivotal in ensuring a seamless co...

Dear freelancers, I need help to promote a petition against corruption in the entrepreneur program in Australia. The main goal is to increase petition signatures. Key Responsibilities: - Scrape some websites to gather contacts from 'Entrepreneurs and business owners' groups in Australia. - Sending mass emails / DMs that with a link to this a petition . If possible, create groups on other social media platforms. I have a vision problem and need to avoid looking at screens, so I don't have social media accounts. if it works and I get a grant, I will offer a $500 bonus at least and future gigs with good pay. Thank you.

I need an expert to gather a list of 10k email addresses from Shopify users residing in the U.S. within the last 12 months. Your primary task will be to ensure the emails are from users who would be interested in receiving marketing information regarding Shopify or e-commerce in general. Key requirements: - 10,000 valid email addresses - Shopify users - Based in the U.S - Data from last 1-12 months - Segmented by industry sector Ideal Skills and Experience: - Proficiency in data mining and data collection - Strong understanding of email marketing and segmenting - Experience in curating U.S. based email lists - Past success in creating lists for ecommerce or Shopify users a plus. Please respond with your approach to this task and any previous experience that is relevant to this p...

I need an expert to gather a list of 10k email addresses from Shopify users residing in the U.S. within the last 12 months. Your primary task will be to ensure the emails are from users who would be interested in receiving marketing information regarding Shopify or e-commerce in general. Key requirements: - 10,000 valid email addresses - Shopify users - Based in the U.S - Data from last 1-12 months - Segmented by industry sector Ideal Skills and Experience: - Proficiency in data mining and data collection - Strong understanding of email marketing and segmenting - Experience in curating U.S. based email lists - Past success in creating lists for ecommerce or Shopify users a plus. Please respond with your approach to this task and any previous experience that is relevant to th...

...specifically. - Experience with integrating branding elements into design. - Proven track record in creating visually appealing and engaging email templates. If you think you have these skills and can deliver the level of quality we're looking for, I'd love to hear from you. Email 1 - A quick description of the company, and then a quick breakdown of the 3 main services which we offer, as per emails 2-4 below. Email 2 - Business Electricity & Gas, use a combination of the below 2 sites to create create a single email marketing campaign for Gas and electricity. Email 3 - create a html marketing email for Business Water. Use this site for key information.

...from the website Estimate Calculator form in Laravel. 27. Work on integrating a map to visualize data in Laravel. 28. Implement CRUD functionality for Email Templates in Laravel. 29. Allow selection of email templates within the current module and associate specific module items with them in Laravel. 30. Integrate SMTP for email sending in Laravel. 31. Enable editing of email templates and sending emails with edited images attached in Laravel. 32. Investigate and resolve any code errors and relationship issues between site visits and jobs, ensuring the proper attachment of site visits to jobs in Laravel. I expect you to integrate these features into a CRM and ensure seamless API integration. Proficiency in Laravel and experience in handling similar large-scale projects will be h...

I need a Python programmer to create automation scripts that streamline our workflow. The primary goal of these scripts will be to automate our processes for both our database and cloud storage systems. Key responsibilities include: - Understanding our current workflow processes - Developing Python scripts to automate these processes, primarily focusing on streamlining database and cloud storage tasks - Implementing the scripts and ensuring they work seamlessly to automate our workflow Ideal skills and experience for this job include: - Proficiency in Python programming - Experience with automation scripts development - Knowledge of database management - Familiarity with cloud storage systems - Strong analytical skills Your successful completion of this project co...

...to the Partners module once they respond to the drip campaign. - Referred leads entered into the Leads module need attributed to the corresponding financial advisor in the Partners module. - Provide a link in the Partners module to a report listing all referrals made by each advisor. Zoho Campaigns: - Import the list of 10,000 financial advisors into Zoho Campaigns. - Ensure campaign emails come from my emails address and not a generic / bulk address. - Basic set up of two email drip campaigns: - A 6-week weekly drip campaign. - A 24-month monthly drip campaign. - Ensure only a select number of advisors are added to the 6-week campaign daily. - Transfer advisors from the 6-week campaign to the 24-month campaign upon completion. Zoho Analytics: Build a report to track: - ...

I'm in need of an experienced professional who can help improve my workflow by automating tasks within Visual Studio using C#. Key Responsibilities: - Understand my workflow: The first step would be to understand the tasks that could be automated in Visual Studio. - Develop automation scripts: The core of the project will be developing efficient and effective C# automation scripts to handle these tasks. - Testing and optimization: After developing the scripts, there will be a need for testing and optimization to ensure the automation runs smoothly without any issues. Essential Skills: - Proficiency in C#: A strong background in C# programming is a must for this project. - Knowledge of Visual Studio: Familiarity with the Visual Studio environment will be a definite adva...

I need a Zoho expert to help me set up a system where emails that match certain keywords in the subject are copied to a specific WorkDrive folder. Ideal Skills and Experience: - Proficiency in Zoho Mail - Experience in email filtering - Knowledge of WorkDrive system Please note that I want the emails to be copied, not moved, to the WorkDrive folder. I need both incoming and outgoing emails to follow the same method. I work in an office with 15 others and we get new cases meaning new filters frequently, so I'd like a method to be able to update their filters without needing them to redownload anything, sort of like a central hub from my computer. If there is any way for that to be done, I'd like to know the method.

...down the research rabbit hole on Instagram. Ultimately I'm trying to sell high end social media services and night life people have access to a wealthy Rolodex so my goal is to gain a bunch of affiliates from this. Key Responsibilities: - Find mini partners (affiliates) in nightlife: vip hosts, promoters, club managers club partner companies, etc. - Inputing the above prospects info (names and emails) on a google excel sheet Skills and Experience: - Fast - Critical Thinker - Proficiency in using Instagram for business research - Experience in lead generation - Bonus: Familiar with the nightlife industry...

I need assistance in setting up my Home Assistant system and integrating special features from the TickTick API. Thi...setting up my Home Assistant system and integrating special features from the TickTick API. This project main task: - TickTick API Integration: The key functionality I require from TickTick involves task creation and completion, as well as task and list management. This should be done with the python library for tick tick and be installable via the hacs store and setup with the authentication Workflow oder the UI of home assistant Ideal skills for this project include proficiency in API integration, practical experience with Home Assistant, and an understand of to do lists like TickTick. Having these skills, you can rightfully tailor the solution to match my speci...

I'm looking for a virtual assistant to work with me from home. Key Responsibilities: - Assisting me with various tasks and helping me manage my daily schedule. - Handling incoming and outgoing emails on my behalf. - Conducting research on specific topics as needed. - Managing my social media accounts, if required. - Providing me with regular updates on the tasks assigned. Ideal Candidate: - Proficient in communication, both written and verbal. - Strong organizational skills and attention to detail. - Familiarity with basic office software and tools. - Knowledge of social media platforms. - Ability to handle sensitive and confidential information. The number of hours per week is flexible, so please feel free to propose the amount of time you would be available to work.

I'm looking to streamline a few processes in my workflow by integrating Adobe Sign with Power Automate. Key Requirements: - Data Entry and Form Filling: I'd like to automate these tasks using Power Automate. - Document Generation and Signing: I need to integrate Adobe Sign for generating and signing documents. - Workflow Automation: I would like to have my entire workflow automated. The ideal freelancer for this project should have: - Proficiency in Microsoft Power Automate - Experience working with Adobe Sign - Strong background in workflow automation, particularly in data entry tasks - Proven ability to integrate various systems such as Adobe Sign and Power Automate.

I'm looking for a virtual assistant to work with me from home. Key Responsibilities: - Assisting me with various tasks and helping me manage my daily schedule. - Handling incoming and outgoing emails on my behalf. - Conducting research on specific topics as needed. - Managing my social media accounts, if required. - Providing me with regular updates on the tasks assigned. Ideal Candidate: - Proficient in communication, both written and verbal. - Strong organizational skills and attention to detail. - Familiarity with basic office software and tools. - Knowledge of social media platforms. - Ability to handle sensitive and confidential information. The number of hours per week is flexible, so please feel free to propose the amount of time you would be available to work.

...Eagerness to learn and stay updated on the latest AI advancements Responsibilities: - Collaborate with clients to understand their specific needs and tailor the AI Phone and Email assistants - Configure and set up for seamless integration with client systems. - Train the AI models for optimal performance in handling calls, scheduling appointments, processing payments, and writing personalized emails. - Test and troubleshoot any technical issues to ensure smooth operation. - Provide ongoing support and guidance to clients on using our AI solutions effectively. Bonus Points: - Experience with machine learning (ML) concepts - Familiarity with specific CRM or appointment scheduling software - A background in customer service or sales Long-Term Partnership: - As well as out curren...

I am looking for a professional web designer/developer to create an efficient email submission form for my website. This form should successfully obtain the user's phone number and email address. Necessary skills and experience: - Web development with a focus on form design and functionality - Previous experience in data capture, specifically phone numbers and emails - A robust understanding of data privacy The completed form should immediately send the entered data (phone and email) directly to my email: - A process for testing and ensuring that this function works flawlessly will be necessary Please ensure the form design is user-friendly and visually appealing. familiarity with user interface and experience design is a bonus. Looking forward to your proposals. Bids f...

I am in need of a virtual assistant to help me manage my emails on a daily basis. The successful applicant will be responsible for: - Handling less than 50 emails daily - Responding to emails based on provided templates Ideal candidates for this role should have: - Previous experience in email management - Excellent organizational and time management skills - Great attention to detail - Ability to work autonomously - Strong communication skills Looking forward to receiving your bids.

I need a python software that can find emails from LinkedIn Sales Navigator URLs. The emails need to be in Excel format. What I Need in Excel: - Name of the person - Email - Location - Designation Procedure: - I shall enter sales navigator ulr where multiple leads in pagination format displayes. - Software will pick each person url and find out his email (personal/professional) - Add that record along with above fields in excel sheet. Make sure software must not stuck, and i shall clear the payment after testing couple of days. Ideal Skills: - Proficiency in Python. - Experience in web scraping, particularly with LinkedIn URLs. - Familiarity with data manipulation in Excel files. This project is ideal for someone with a strong background in Python and web scraping. The s...

As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and professional Salesforce developers for this project.

...prospective clients who could benefit from our products and services. - Customer Follow-ups: Maintaining relationships with existing customers is crucial for our business growth. You will need to follow up on leads, answer inquiries, and provide exceptional customer service to ensure customer satisfaction and retention. - You will need to speak fluent Australian and be able to make phone calls and send emails. Ideal Candidate: - Experience: I'm seeking a professional with a proven track record in sales, particularly in the automotive industry. A background in lead generation and customer service is highly desirable. - Communication Skills: As the face of our business, excellent communication skills are paramount. You should be able to articulate our value proposition clearl...

I am in need of an experienced developer who can work on creating a custom Outlook calendar API. This API should have some specific functionalities and integrations that I need to make my workflow more efficient and effective. Key Project Requirements: - **Event Synchronization**: The API must be able to seamlessly sync events across various platforms and devices. - **Event Creation and Deletion**: I need the API to enable easy and quick event creation and deletion. - **Reminder Notification**: This API should also be capable of sending out reminder notifications for important events. Ideal Skills and Experience: - **Node.js**: As I prefer this platform for the development, experience with Node.js is a must. - **Outlook API Familiarity**: Prior experience with Outlook calendar API...

I have a Cisco task that needs immediate attention. Please find the attached file for detailed information. - The deadline for this task is within a week, so I need someone who can commit to this timeframe and deliver high-quality work. - I prefer communication through emails for updates and progress tracking.

I need a Zoho Creator expert for my project to increase efficiency, streamline data management and improve collaboration in my team. The main features required include: - Building data entry forms: This will allow for standardized and organized input of data. - Workflow automation: To streamline the operations and reduce the manual workload. - Report generation: For quick and easy access to the information when required. There are no third-party applications integration needed for this project. Ideal freelancers for this task have a strong background in Zoho Creator and understand workflows. A proven track record of creating efficient systems will be a significant advantage.

I'm seeking a trusted individual who can handle my personal documents, by mainly facilitating transfer via fax and email. These documents are pre-prepared; thus, the task is centred on transferring them ...efficiently. Ensuring the confidentiality and integrity of these documents is paramount. Ideal Skills: • Proficient in using fax machines or online faxing tools • Knowledgeable in secure email transfers • Experience handling personal sensitive documents • Appreciates the importance of privacy and confidentiality • Reliable and responsive This assignment will primarily consist of sending faxes and emails on my behalf. Despite the task’s simplicity, your keen attention to detail and discretion are imperative. Only those with a proven track re...

I am in need of someone who can help me gather email addresses, websites, and phone numbers from 92 company names. - Accuracy: It's crucial that the information you provide is accurate and up-to-date. The test of accuracy will be me sending emails and verifying the company. Any wrong details will need to be collected again unless it is beyond your control (e.g. company closed down etc.) The ability to ensure the accuracy of the data you collect is essential. Automated collection will be erroneous as the data needs to be collected in the following way. use the company names from the attached spreadsheet. 2. To type the company name + Crowdfunding + UK in the Google search box. The company's operation is Crowdfunding and must be based in the UK as similar names may exi...

I'm in need of a virtual assistant to handle my email management. Key Responsibilities: - Checking and managing my emails every hour. - Drafting and sending replies on my behalf. Ideal Skills: - Excellent email management and organization skills. - Proficient in drafting professional email responses. - Ability to work with a high degree of autonomy and reliability. Experience in virtual assistance or a similar role will be a plus.

I need someone experienced in setting up Google Workspace with secondary domain purchased from Square Space. Here are some key details: - This emails and domains are secondary for marketing purpose - I have a list of 17 email addresses - I would like these domains to be redirected to feufo.com. Ideal skills and experience for the job: - Proficiency in Google Workspace setup and configuration. - Familiarity with managing domains from Square Space. - Understanding of email forwarding rules and configurations. Please, let me know if you require any additional information.

...my website for my cleaning business. Here are the essential aspects of what the project will entail: - Proficiency in both Suite Dash and BookingKoala is crucial, as I actively use both in my operations. - This project's primary goal is to integrate these two systems directly into my business operations. This aims to streamline my administrative tasks, promote efficiency, and ensure a seamless workflow. - Essential functionalities required from this integration include a shared customer database, integrated appointment scheduling, and a combined invoicing system. Your responsibility will be to ensure these are working optimally. Ideal freelancers for this project should possess a firm understanding of Suite Dash and BookingKoala and have prior experience integrating system...

I am looking for a Klaviyo expert to create a series of marketing cadence emails targeting our B2C audience. The ideal candidate will have experience in email marketing, specifically in Klaviyo, and a strong understanding of the B2C market. Key requirements and responsibilities include: - Creating email sequences that target specific touchpoints with our customers, including existing customers, newsletter sign-ups, offers, and general e-mail marketing of our condiments and BBQ rubs. - Developing engaging and effective email content that resonates with our B2C audience. - Ensuring that the email sequences are optimized for conversions and customer retention. The ideal candidate should have: - Proven experience in email marketing, particularly with Klaviyo. - A solid understanding o...

I'm seeking a skilled data professional to provide a database of general consumer email addresses. The reach of the database should be international, encompassing various demographics and regions. I'll need the database to be delivered in an Excel file. Required Expertise: - Proficient in ...skilled data professional to provide a database of general consumer email addresses. The reach of the database should be international, encompassing various demographics and regions. I'll need the database to be delivered in an Excel file. Required Expertise: - Proficient in data collection - Proven experience in the field of emails dataset - Adept in Excel - Comprehensive understanding of data privacy guidelines Deliverable: - Database of general consumer emails ...

I'm seeking a Microsoft Certified SharePoint developer to assist with a variety of tasks on my SharePoint Online platform. Your expertise is paramount for this project. Your main responsibilities will include: - Customizing SharePoint sites to tailor them to our specific use cases - Cre...business operations - Integrating third-party applications with our SharePoint Online to enhance its functionalities and the user experience. Please note that mobile responsiveness is not a requirement for this project. The ideal candidate should have a robust knowledge of SharePoint Online, possess Microsoft certifications, and have a proven track record of successful SharePoint customizations and workflow creation. Prior experience in working with third-party application integrations is a...

I'm experiencing some frustrating problems with my Outlook email. Specifically, I am unable to send emails, which is disrupting my personal and professional communications. Shockingly, this issue is not resulting in any error messages, which leaves me baffled as to the root of the problem. The ideal freelancer for this job has: - Expertise in troubleshooting Outlook issues - Understanding of common reasons for Outlook sending failures - Skills to implement effective solutions without error messages as guides - Keen to provide insights on preventing similar issues in the future I'm seeking an effective, swift resolution so I can return to efficient email communications.

I'm building Gravity Writer, a subscription service designed to help users improve their writing skills. I'm looking for a wr...ideal writer will have: - Proven experience in creating writing prompts - A keen understanding of what makes for effective writing exercises - The ability to cater to various levels of writing skill and experience - Excellent communication skills to explain the prompts clearly - A passion for helping others improve their writing The prompts may be delivered through various mediums, such as daily emails, a mobile app, or a web platform. Your role will be to not only provide prompts, but to also give feedback on users' submissions to help them grow as writers. If you're an experienced writer with a desire to help others improve their cra...

...developed and a workflow automation implemented. The main goal of this project is to improve team collaboration. Key Deliverables: - Custom App Development: The app should be specifically tailored to our needs, allowing for seamless collaboration within the team. - Workflow Automation: I'm looking for a skilled professional to implement a workflow automation system that will make our processes more efficient and enhance team coordination. Key Requirements: - Customizable and Flexible Design: The custom app and workflow should have a design that is both customizable and flexible, allowing us to adjust them as our needs evolve. Ideal Skills and Experience: - Extensive experience with Citrix Podio. - Proven track record in developing custom appli...

I need an expert in Citrix Podio programming to help automate my workflow and manage data effectively within my system. In particular, I'm looking to: - Organize and manage Tasks and Projects: I need a system where my tasks and projects can be well structured, easy to update and manage. - Automate the Workflow: Automate task assignment based on set criteria, send notifications for task updates and deadlines, and create workflow triggers based on task completion. The perfect candidate should have a strong background in Citrix Podio programming, understanding of task management, and proven experience in workflow automation. Familiarity with linking Podio with other systems is a plus. Your priority will be enhancing efficiency and making task/project oversig...

...comprehensive product customiser that includes options for adding a gift box and personalisation on the back of the product. When selected, these options should automatically update the total price. Additionally, consider a feature for building custom gift boxes with dynamic pricing updates. Email Marketing Automation and Personalization: Technical Details: Integrate a system for personalising emails based on customer data, such as birthdays, and use wishlist items to generate unique promotions. This involves setting up advanced segmentation and automation using Shopify's email marketing tools or third-party apps. Re-Iterating Discount Coupons and Marketing Features: Technical Details: Implementing marketing features involves setting up marketing campaigns, configuring Sho...

I am in need of a diligent, resourceful, and experienced female virtual assistant to help me manage my busy schedule and communications. Responsibilities: - Email Management: You will be responsible for sifting through my inbox, prioritizing emails, drafting responses, and ensuring that my inbox is organized and up-to-date. - Calendar Management: You will be in charge of scheduling meetings, appointments, and planning out my day to day activities. - Data Entry: Accurate and timely data entry is crucial to this role. You will be expected to input a variety of data into spreadsheets, databases or any other systems as needed. Ideal Skills: - Proficient in Microsoft Office, in particular Outlook for email and calendar management. - Excellent communication skills, both written and ...

I'm seeking a skilled email marketer to create and execute a campaign aimed at promoting our products to our existing customers. The emails should focus on exclusive offers and discounts. Key Tasks: - Develop a comprehensive email marketing strategy for our product promotions. - Create engaging and compelling email content that highlights exclusive offers and discounts for our existing customers. - Schedule and send out the emails at appropriate times to maximize open and click rates. Ideal Skills and Experience: - Proven experience in email marketing, particularly in the realm of promoting products. - Proficiency in developing effective email marketing strategies. - Ability to craft engaging and compelling email content that will resonate with our existing customers....

I'm seeking a Virtual Assistant to support me with various tasks. The ideal candidate should have a basic understanding of English and possess some graphic design skills. Key duties include: - Data Entry: Accurate and efficient data entry will be a key part of the role. - Email Management: Organizing and prioritizing emails, as well as composing and replying to emails will be crucial. - Social Media Management: Handling my social media accounts, creating and scheduling posts, and engaging with followers will be part of your role. While a basic understanding of English is required, the candidate should be proficient in graphic design skills such as: - Creating visual and appealing social media posts. - Designing eye-catching email newsletters. - Editing photos to a prof...

I am seeking a skilled virtual assistant to help with a variety of tasks. Your primary responsibilities will include managing my emails and messages, inputting information into my Wave accounting software, and updating my social media accounts. Key Responsibilities: - Monitor and reply to messages in my primary email account - Handle data entry tasks on Wave accounting software. Experience with Wave is preferred but not mandatory. - Regularly update my social media accounts on Facebook, Twitter, and Instagram. I am looking for an individual who is highly organized, detail-oriented, and has excellent communication skills. You should have experience as a virtual assistant, and some familiarity with accounting software would be a plus. Additionally, knowledge of popular social media...

I am in need of an expert who can help me set up an SMTP & DNS server in my Windows system. This server will be used only for sending emails from my SAAS application. Key requirements: - Setting up an SMTP & DNS server in a local Windows environment - Configuring the server to send emails - Ensuring that the emails can be sent from my SAAS application This project does not require receiving emails, and the server will be solely dedicated to sending emails. Ideal skills and experience for this job include: - Proficiency in setting up SMTP & DNS servers on Windows systems - Experience in email server configuration and management - Familiarity with SAAS application integration - Strong understanding of email protocols and authentication If ...

I'm in need of a system that efficiently and accurately captures and records detailed customer policy information. Key information to gather includes: - Policy Information - Policy Type - Effective Date - Expiration Date - Premium - Carrier Company This information will help us keep accurate records, keep track of expiration dates, and better understand the c...accurate records, keep track of expiration dates, and better understand the coverage our clients have. The ideal person for this job would have experience in CRM development, database management, and a strong understanding of data privacy and security matters. Your task will be to set up a data capture followed by populating those information into our database. Understanding of insurance company's workflow will be...

...our workflows, taking our productivity to the next level. Key Project Features: - Workflow Automation: The main feature of this app must facilitate routine tasks and enhance efficiencies. - Interactive Form Design: I intend to create a form, integrated with multiple lookups. Notably, these lookups will include dependent dropdowns. Specific Form Feature: - Dependent Dropdowns: The form should support dropdowns that are dependent on each other; i.e., selecting something in one dropdown influences the options available in the subsequent one. For this task, drop-downs should be Product Category and Product Subcategory. Ideal candidates would have outstanding experience with Power Apps, specifically in workflow automation and form design. Knowledge of integrating depende...

...full-time (4 days a week) virtual assistant to help me manage my workload, with full support and commitment from Monday-Thursday. The ideal candidate will perform a variety of administrative tasks to support me and must be proactive, organized, and have the ability to multitask. Key responsibilities include: - Email Management: You will be responsible for managing my emails and flagging important ones and including emails. - Data Entry: This role will involve inputting data into various systems. - Appointment Scheduling: You'll be responsible for scheduling appointments and making sure they don't overlap. - PowerPoint: If you're familiar with PowerPoint, that's a plus. - Market Research: Basic market research and due diligence on potential clients ...