Zoho CRM Jobs

I need a complete course configured inside TrainerCentral LMS. The structure, lessons, quizzes, certificates, pricing tiers and drip schedule all have to be created from scratch and left in a state where I can publish immediately. The course data, leads and enrolments must flow seamlessly into Zoho CRM, so knowledge of its standard modules, custom fields and basic automation is essential. If you have handled other Zoho apps that’s a bonus, but CRM integration is the only mandatory piece for this project. Deliverables • Fully-configured course in TrainerCentral, ready to publish • Tested sync between TrainerCentral enrolments and Zoho CRM contacts/leads • Short hand-off document (or loom video) showing how to update content and troubleshoot the integration Pl...

Agencia de viajes de Valencia, España, busca teleoperador/a de habla hispana nativo/a. Trabajo a distancia. Jornada parcial por horas, obligatoriamente mínimo mañanas de 10.30h -12.30h (hora de Madrid). Condición no negociable (ni ahora, ni nunca) Pago por horas, bonus por objetivos (tras un mes) Mínimo: 10h/semana, pudiendo extenderse a 15h-20h/semana. Funciones: llamadas a clientes existentes 70%, tareas diversas (cotizaciones, actualización cuentas, confección itinerarios...) el resto. Trabajo continuo, de larga duración. Proporcionamos medios técnicos y formación (la formación no será remunerada la primera semana) Requisitos: Obligatorio español nativo, valorable otros idiomas. Conocimientos de t...

I need a seasoned Zoho One professional to stand up our entire CRM environment for a certification-services firm that sells exclusively to B2B clients. The primary objective is to streamline lead management from first contact through certificate delivery, following the path: Lead → Quotation → Payment → Certification → Completion. Here’s what the build must cover: • Configure Zoho CRM, Sales Pipeline and associated modules so each stage above is reflected clearly and reports can be pulled on demand. • Create lead, deal and contact layouts that suit a B2B model, including custom fields that will later feed our certificates. • Design quotation and invoice templates that mirror our current brand guidelines (we will supply logos, colours and legal...

Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lea...