Zoho CRM Report – Open Deals Without Associated Tasks

Замовник: AI | Опубліковано: 29.01.2026
Бюджет: 60 $

I’m looking for a Zoho CRM specialist to create a report (Zoho CRM Standard Plan) that identifies all open deals (excluding Won and Lost) that do not have any associated tasks. The check must include: - tasks linked to the deal - tasks linked to the related contacts - tasks linked to the related account If a task exists at any of these levels, the deal should not appear in the report. The result must be exportable to Excel. The solution can be: - a native Zoho CRM report, or - an external solution using Zoho CRM APIs (downloadable Excel via link or script). Experience with Zoho CRM reporting and/or APIs is required.