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Zoho Stage 1A

$30-250 USD

Completed
Posted over 1 year ago

$30-250 USD

Paid on delivery
Stage 1A: Extra items 1. I see that most phone numbers from forms are being imported into a phone field what I would like them to be importing into mobile phone field. I don't think we need any phone field other than mobile phone. We should have the data in records under phone migrated to mobile phone. 2. I see that we have ambiguous date with a name under lead name, last name, and first name. Since all forms have Last Name and First Name, do we need to have a separate lead name. If not, let eliminate this and have you covert any lead name data to last name and first name for all zoho records where needed 3. I was looking at lead like Sean VizCarrondo became prequalified. I looked in this history and can't see where it came prequalified over an open consult? Do you know it and other leads seem to automaticallly become qualified. 4. Suppose a lead has it's status changed to lost lead. Will they stay in the lead list? When does someone exit the lead list. 5. The visible sales pipeling on the deals page overview shows every status such as consult no show, consult cancelled, etc. Is this the best way to organize the pipeline as these are really branches off the main pipeline. 6. When I click on a deal, how can I see the contact information. Such as I click a deal, and it is showing a deal that was created. But now I want to email, message, of call the individual. I don't see how to do that when I click on the deal? 7. Can a standard list of deals be created with pre-entering surgical costs? 8. Can Is lasik right fo me answers be shown when I click on a lead's name. How do I see it. Thank u. 9. Ensure phone number formatting is compatible with SMS and clean data 10. Provide 30 days of Zoho support answering questions regarding operations and setup and customization (not including any projects)
Project ID: 34403823

About the project

11 proposals
Remote project
Active 2 yrs ago

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$0 USD in 7 days
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11 freelancers are bidding on average $245 USD for this job
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Hello, Hope you're doing good ! I have read your job description and assure you that I am a perfect fit for the job. I am a senior Web Programmer, having 8+ years of vast and proven experience in PHP, MYSQL, HTML, SOFTWARE ARCHITECTURE, ZOHO, CRM and many other. I assure that you will get 100% result and Quality work from here. I request you to reply back, so that I can discuss about your project requirements in details and can start this work immediately. Best Regards Harpreet Singh
$250 USD in 7 days
4.9 (307 reviews)
7.7
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i can deliver you this_____i have done customization for many buisness_____you can see some reviews on my profile___connect to me in chats_____________________________________________________________
$140 USD in 3 days
4.9 (3 reviews)
3.0
3.0
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Hi, there Going through the job posting, I truly feel that you're looking for developer who can help you and so it attracts me strongly to your project. As a senior web developer, I will provide you with the product version result. For the deep understanding of my skillset, you can check out my profile. Looking forward to discussing the details via chat. Regards Kyryll
$150 USD in 15 days
5.0 (1 review)
1.4
1.4

About the client

Flag of UNITED STATES
Sugar Land, United States
5.0
19
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Member since Apr 1, 2012

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