Switch to English?
Yes
Переключитись на українську?
Так
Переключиться на русскую?
Да
Przełączyć się na polską?
Tak
It has been introduced tools ZohoCRM, Zoho Survey, Zoho Drive, Smart Sender, Binotel.List of works:
Registration of a new CRM cloud account.The invitation of employees to the system;
- Configuration of security controls (rolls, the distribution of the rights to view information, the creation of user profiles, the setup of groups and the hierarchy of the distribution of data).- Establishment of restrictions on employees' rights to the creation, review, direction, removal and export of lies, contacts and other modules.- Customization of Modules of Agreement, Ladies, Contacts, Products, Task under the data described in Step 1.- Establishment of validation and rules of filling fields in ice cards, agreement, contact according to the business process described in stage 1;
- Creating the Canvas design (visual look of the card) of the essences of Agreement, Ladies, Contacts, Products, Task.Disconnecting unnecessary modules and reports.- Setting the sales wheels according to the business process described in stage 1;
- Configuration of the automatization block on the defendant (tools settings, emails) with a standard function.- Set up the start page (record analytics for roles).- Configuration of sales reports and dashboards (incorporated in CRM) according to the concept described in stage 1.- Set the main menu of the system (inputs, tabs).Connecting Virtual Telephone (Binotel)Link to Facebook Leads.Create a telegram work for messages.- Settings of web hacking on the defense of sales to send messages on events in the group telegram.- Writing integration with the Smart sender (the first message creates a link/contract).- Testing the scenarios of the manager's work, checking integrations.- Writing the software code for synchronization of applications on the site.- The user fills out the form - the application creates an agreement / ice in the system.- Name, telephone number, UTM is sent to the card field.Testing of integration.Tagged with: zohocrm
Work details
Added 24 August 2023
261 views
Freelancer
Oleksandr Korskanov
Ukraine Kyiv  3  0

A little busy A little busy
3 Safe completed
On service 5 years