Setting up Kommo CRM
Hello! We have many tasks for setting up stages in Kommo CRM
Sending part of it:
Create management:
Survey of the measurer
Survey of the installer
Address library
( Google map I understand is in the KZM widget )
Calculation fields
So that the invoice considers the amounts by item, and the total amount is substituted for the client's total amount
Accounting
KPI
Bonus system
Blocks
1) Sales funnel (tasks + filtered tasks) (KPI)
2) measurement
3) customer order
4) suppliers + new mail
5) installation + delivery + complaint (logistics)
6) installations + KPI + GPS (remnants)
7) loyalty (bonus system + discount cards)
8) reports (sales, marketer, loyalty for satisfied customers)
9) payroll calculation
10) for money, so that it can be tracked during deliveries, at the office, during installations.
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Everything is outlined by blocks and stages.
We will break the work into several tasks.
All payments through freelance.
Please write who is ready for assessment and structuring of tasks.
Next, we will be ready for a rate for each month
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Odessa