Data filtering Interface -Dynamics/Excel

Guru Technology & Programming Overseas
1 days ago

Description

We have recently made the switch over to Dynamics365 Business central and currently have issues regards user friendly reporting. We are currently committed to using Jet reports however, for day to day…

Go Now
关注公众号,不定期副业成功案例分享
Follow WeChat

Success story sharing

Want to stay one step ahead of the latest teleworks?

Subscribe Now

Similar Teleworks

M2W provides domestic and commercial cleaning services using self-employed contractors. We need a professional system to manage customer enquiries efficiently while maintaining premium service standards. No complex automation required - just clean, functional lead management that works reliably. I need an experienced Zoho CRM specialist to configure a streamlined customer management system for my UK-based cleaning business (M2W Limited). SCOPE OF WORK: Phase 1 - Forms & Lead Capture: Create customer enquiry form (8 fields) with M2W branding Set up automatic form-to-CRM integration Configure thank you page with next steps Phase 2 - CRM Pipeline: Configure 4-stage lead pipeline: Enquiry → Quoted → Booked → Complete Set up custom fields for service type, property size, quoted amount Create basic lead assignment rules Phase 3 - Templates & Workflows: Design 2 email templates (quote delivery, booking confirmation) Set up automated task creation for follow-ups Configure notification system for new leads REQUIREMENTS: Proven Zoho CRM experience (minimum 10 previous setups) Available to start within 48 hours Completion within 5 working days UK time zone preferred for communication Must provide post-delivery support for 30 days DELIVERABLES: Fully functional Zoho CRM system Training session (1 hour via video call) Documentation of all settings and workflows Form embed codes for website integration APPLICATION REQUIREMENTS: In your proposal, please include: Number of Zoho CRM projects completed Link to one similar project portfolio Detailed timeline for completion Your approach to M2W branding integration
350.0 GBP Technology & Programming peopleperhour Overseas
2 days ago

HuntsBot,a one-stop outsourcing task, remote job, product ideas sharing and subscription platform, which supports DingTalk, Lark, WeCom, Email and Telegram robot subscription. The platform will push outsourcing task requirements, remote work opportunities, product ideas to every subscribed user with timely, stable and reliable.

简体中文 English

Platform

Support

Links

Contact US

Any questions or suggestions during use, you can contact us in the following ways:

Email: huntsbot@xinbeitime.com

Copyright© 2022-2023 www.huntsbot.com 浙ICP备2022000860号-4 All Rights Reserved.