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Technical Support
Hourly Rate: $15 - $20 / hr   |  Duration: 1-2 weeks  |  Posted: Oct 08, 2015  |  Ends: 1d, 10h  |   3 Proposals
I am setting up some very basic Business Process tasks in Bitrix (web version) and need some help getting it set up. For an experienced person it's not more than one hour of work. My main use of Bitrix is to enter in "cold" leads. After they are entered, based on their status as either "cold, warm, or hot" I want to then initiate an automatic email to them, and have some kind of reminders to see if they replied, and if not, kick off another message (using Gmail integration which is already done). I have figured out the Gmail integration piece. But what is still confusing to me is the Business Process needed that will take a newly created cold lead, and automatically send out an email template that I created under the templates for Leads. I need help creating a few simple business processes and testing them to ensure they are working OK.
Category: Technical Support       
Skills: CRM, PHP       

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| a****yan
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: Not Sure  |  Posted: Sep 01, 2015  |  Ends: 21d, 12h  |   21 Proposals
Hi, Looking for someone who has a professional level understanding of Zoho CRM, Reports and Creator. I currently use Zoho CRM to run my real estate business. I have highly customized it and could use a fresh set of professional eyes to improve the workflow. I also need someone to create a custom dashboard and some business specific reports in Zoho Reports which is synced with Zoho CRM. I also think the workflow could be improved with some customs functions via Zoho Creator.
Category: Technical Support       
Skills: CRM, PHP, WordPress       

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| K****nce
|    Canada
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