Need Immediately! I have a test Zoho account that I hope to make my main CRM.
I currently use Salesforce. Before I start using Zoho, I want to add some functionality. I have completed a few tasks myself, but cannot continue as my busy season is upon me. Here is what is on my agenda. I have not even research some of these items to know if they are even compatible, so let me know if they will not be available :
- I need certain fields from one module to update in another model
- I have installed a sales commission tracker that I need some minor finishing touches such as updating a field when ever a module is updated and having another field "products" update when a user looks up a contact.
- I want to create a link in "Cases" module that opens a "Solutions" page with auto populated fields
- Whenever that field reaches 100 % I need an email and text message to be sent.
- I want to add an appointment date field when I am converting a lead. (this may not be possible)
- After I save a form in a module (i.e. contacts, potentials) I need to have a mandatory task created. This is not a standard task. This is what we call a "Sales Task". I need a new tab called "Sales Task". I also need to be able to put it in my home page.
- Every time a new lead is created, I need a text message sent to the lead owner. EXTRA: I also would like a way for me to easily upload documents to a specific contact from my desktop.
Budget :
$200
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Duration :
10 days
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