I will do crm automation and setup
CRM AUTOMATION
About this Gig
Hi! Your Zoho setup is now 100% complete and fully tested!
Here's a summary of everything that was set up:
ZOHO CRM
Full advertiser sales pipeline: Lead Contacted Proposal Sent Negotiation Closed Won/Lost
4 user roles: Admin, Manager, Sales, DJ
Custom fields: Ad Package Type, Air Time Slot, Campaign Duration, Ad Budget
Lead sources: BellyFM Website, Phone Call, Referral
ZOHO CAMPAIGNS
Domain fully verified (SPF + DKIM) for info@bellyfm.com
3 professional email templates created:
- Welcome Email
- Follow-up Email
- Proposal Follow-up
BellyFM Advertisers contact list synced with CRM
AUTOMATION (3 Live Flows)
New sign-up Creates CRM lead + sends welcome email automatically
Deal moved to Proposal Sent Notifies admin by email
Deal Closed Won Notifies admin by email
Everything has been tested and is working. Please review and let me know if you need any adjustments. Once you're happy, kindly mark the order as complete!
