Fermé

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

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.

Compétences : CRM, PHP, Zoho, MySQL, Salesforce.com

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Concernant l'employeur :
( 2 commentaires ) United States

Nº du projet : #21902137

14 freelance font une offre moyenne de $170 pour ce travail

tangramua

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6.7
manojkhichar

Hello, Greetings of the day! Thank you for taking the time to review my bid. Please come to chat and provide detailed database schematics and functionality so than I can analyze them and get the work started ASAP.=== Plus

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7.0
fairchance

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6.4
Bizappln

Hello, I am Appa from Yaali Bizappln Solution. I have gone through your requirement brief for Zoho we can help you achieve the requirement of pulling data as per your request etc. We've been awarded "Zoho Creator-Best Plus

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6.0
fanninson45

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5.8
bluebear1888

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5.3
wpdevaliraza

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4.8
zeeshan411

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GlobalSolution3

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3.9
fsdsolutions1

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3.3
waqarali277

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3.1
managernetfam2

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Mike123082

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insightcrew

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