Looking for experienced individual to help set-up Zoho CRM workflow and rules for my business. MUST be familiar with security roles, automation, web forms and be able to take the action plan I have for follow-up and implement that into the Zoho CRM.
Additionally the chosen individual will be responsible for adding our current list(s) into the CRM, helping configure the leads, opportunities and sales components.
I have very detailed instructions of what I want it to do. The person who does this successfully will also be referred to my clients for their CRM configuration.
Please indicate your experience with this program and why you feel you'd be a good match for this post.
Skills: Configuration, for, Zoho, CRM