Marketing Follow-Up: Referring Agent Updater

Marketing Follow-Up: Referring Agent Updater

A creator program that will search Zoho CRM for a pre-named contact (One of my referral sources), pull all leads and potentials related to said contact, and export specific fields from those leads and potentials into an easily read update for each of my referral sources. The program will run this report weekly and email it to the related contact (with a cc to me). I would also like to be able to manually run this report when needed.


Budget : $25-$150 | Duration : TBD ASAP

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