This project is focused on setting up a client relationship management system for Food Starter ([login to view URL]) using Zoho CRM.
The project will include:
- Object Modification - creating new fields for existing objects (Account and Contacts)
- New Objection Creation - creating two new objects to track client engagements.
- Workflows - develop a number of workflows in regards to reporting and automating emails to clients.
- Form Creation - creating a number of forms that bring data into Zoho.