Create 2 Custom Reports in Zoho One (CRM/Analytics) & Add Fields to Some Modules in Zoho CRM

종료 등록 시간: 4년 전 착불
종료 착불

REPORT 1:

to pull the new leads from the previous week. These are being entered as leads, but moved to deals when a showing is scheduled. So I would need info from both the deals and leads module to be combined. The calls need to be organized by property, which is identified in the account field.

REPORT 2:

to tell me how many showing occurred, by property for the previous week. This would come from the deals module, and would include contact from different stages of our deal process.

ADD FIELDS:

adding the inquiry date field that is in leads to deals, and connecting that info to the deal module.

CRM PHP Zoho MySQL Salesforce.com

프로젝트 ID: #21902137

프로젝트 소개

12 건(제안서) 재택 근무형 프로젝트 서비스 이용 중: 4년 전

이 일자리에 대한 프리랜서 12 명의 평균 입찰가: $173

tangramua

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$250 USD (7일 이내)
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8.0
fanninson45

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$180 USD (17일 이내)
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bluebear1888

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$140 USD (7일 이내)
(29 리뷰)
5.4
waqarali277

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$250 USD (7일 이내)
(15 리뷰)
4.8
fsdsolutions1

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$140 USD (7일 이내)
(1 리뷰)
3.8
GlobalSolution3

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$140 USD (7일 이내)
(12 리뷰)
4.0
insightcrew

I am a consultant for Zoho and have a very good experience in working across multiple projects and organizations. Covered projects related to Zoho CRM optimisation, Zoho reports, Zoho projects, workflow automation, Zoh 기타

$200 USD (5일 이내)
(0 리뷰)
0.0