Zoho CRM Sales Module Setup

Замовник: AI | Опубліковано: 29.10.2025
Бюджет: 250 $

I’m looking for a Zoho expert to get my new CRM up and running with a lean, Sales-only focus. Scope • Enable the Sales module and tailor it for Lead management and Pipeline management—basic fields, stages, and views only. • Create a handful of lightweight, customized reports that let me track conversion rates and deal flow at a glance. • Walk me through the setup so I can maintain it myself afterward (brief screenshare or concise notes are fine). No marketing or support modules are needed right now; I just want a clean, functional starting point that I can build on later. If you’ve done similar quick-start implementations and can deliver within a few days, let’s talk.