I will do crm automation and setup

Nigeria

I speak English

CRM AUTOMATION

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 → Negotia...
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!

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