Set up ZOHO [Administration]
You need to set up and learn to use ZOHO CRM, namely:
1 . Within the framework of the agreement to exhibit the investment through contact with ZOHO BOOKS on payment for the services each month for the course of 4 months (4 payments) or 100% immediately. The customer receives an email investment and can pay it through Stripe. Stripe payment system is connected. When the account is issued, the status of the agreement changes automatically. When the customer is paying the account, the status of the agreement changes.
The 2nd Set the download of the data through Make in the Google table on the agreements and the history of the agreements on the status.
We are waiting for the offers.
A good evening!
3. Налагодити підписання контрактів з клієнтами через зв'язку з ZOHO SIGN + також зміну автоматично статусам угоди при відправці клієнту договору на підпис + зміну автоматично статусам угоди коли клієнти підписує угоду.
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482 0 1 Welcome, I read your text carefully.
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With me the teacher is not so much, so I can provide a detailed instructions to solve your problem (with which you will be able to perform the actions described above), Interesting? Go to the PP. Payment indicates an orientation that can be discussed separately...
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