Looking for someone to help me edit Zoho CRm to match our real estate company. Main thing is to have an understanding of real estate so you can help edit correctly since I am unfamiliar with the details of Zoho HEIRARCHY Main Account 2 offices accounts Security – Broker, Agent, Office Admin SALES Online Lead Capture (from web) Lead Auto Reply & Notification Sales Rotation – assign leads to agents – require steps to be completed Sales Lead Tracking Create Custom Groups Showing Logs for homes – not sure if possible? Import Lists View Activities & Results CONTACT MANAGEMENT Integrated Email & Calendar and Docs with Google MARKETING Integrated Email/Mass Marketing Campaigns Custom Web Flyers Email Click Through Tracking & Analytics Website Lead Tracking & Analytics Media Spend Tracking & Analytics MANAGEMENT/SECURITY Designate User Roles Designate User Access Permissions Reassign Reps & Registrants REPORTING SALES Geographical Regional Per Agent
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