I need to setup zoho reports to automatically generate the below report and email it each day and then a recap each week. We are using zoho crm and zoho reports.
# of Leads # Spoken To # of Quotes via Email # of Sales # of Leads Not Taken Care of
243 9 3 1 187
# of leads = # of leads that were created on a specific day
# spoken to = # of leads that have a specific status (attempted to contact #1 and attempted to contact #2 status)
# of quote via email = # of leads that have a specific status (negotiation / review status)
# of sales = # of deals closed for a specific day
# of leads not taken care of = # of leads whose status is blank
12 freelancers are bidding on average $188 for this job
Hi, I am a ZOHO Developer.I read your requirements of creating chart/report on ZOHO Reports based on CRM data. I would like to help you on this project. Thanks Arfater
Hello, I have briefly read the description on zoho-report-expert , and I can deliver as per the requirements however I need us to discuss for more clarity on the details, deadline and budget as well.
I'm Ex employee of Zoho Reports. So i'm able to do it in the better way and my strength is report genaration and make Query tables. Surely i'm able to support you very quick. Regards Maris