Manage my wordpress site jobs

I am looking for a skilled Django developer to help me build a simple CRUD system. This system needs to primarily manage employees and facilitate the transfer of their personal details with basic report within the organization. Key Features: - Employee Management: The system should allow me to add, edit, and delete employee information. - Information Transfer: This is a key feature, so I need to be able to easily transfer employee personal details within the organization. see the attached file for more details Please reach out if you have the necessary skills and experience for this project.

I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation features within websit...

...currently in a position where I want to have full control over my money. I am intending to dissolve my trust fund for this reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system for my in...

My client is an an NGO and we're in need of a Wordpress developer to fine-tune some technical aspects of our website. The site is already up, but we require the following enhancements: - Fix the implementation of Subscription Functionality: We're looking to utilize WooCommerce Subscriptions to manage our donor subscriptions. Previous experience with this is a plus. - Fix the Integration of Contact Form: We want to integrate Contactform 7 for a seamless user experience. If you've worked with this plugin before, it would be a great advantage. - Fix implementation of woocommerce subscriptions with key plugin: We've identified the "WC Donation Platform" plugin as a suitable tool for our purposes. -SMTP It's also important ...

...form should be intuitive and easy to use. It should have fields for recording bookings, sales, expenses, and other relevant business information. - Excel Templates: The gathered data from the form should be integrated into a set of Excel templates. These templates should be professionally designed and easy for hotel management to use. Your Role: - Your role will be to create a system that can manage multiple businesses. The system should serve as a plug and play solution that can be easily implemented in various hotel establishments. Ideal Skills: - Proficiency in Google Forms and Excel. - Past experience in creating systems that involve summarizing data. - Understanding of the needs and workflows of the hotel management industry. If you have the right skill set and experienc...

I'm seeking an experienced civil engineer who can design a site plan for a commercial construction project. I already possess the general layout of the 40x60 building structure, but I need detailed blueprints for drainage systems, landscaping, and utility positions as well. What You'll Do: - Design layout for commercial construction site - Develop detailed drainage system plan - Create a landscaping design in harmony with the site - Pinpoint utility positions Ideal Skills and Experience: - Civil Engineering/Construction background - Experience in drainage systems - Knowledge of landscaping design - Familiarity with utility positioning on commercial sites There's no rush on the delivery, quality is my utmost priority. Looking forward to your in...

...personalized 1-on-1 training to manage your site effectively. Key Features Professional Design: Choose from stunning templates, customized to match your brand. Contact Form Integration: Seamless communication with your audience. 3 Hours of Training: Learn to update content and manage your site confidently. Mobile Optimization: Ensure a smooth experience across all devices. SEO Best Practices: Boost online visibility with basic SEO strategies. Domain Connection: Link your existing domain for a branded online presence. How It Works Consultation: Understand your business goals and requirements. Website Development: Choose a template that fits your vision. Content Integration: Provide your content, and we'll make it engaging. Training Session: Learn to ...

...Platform Amazon SageMaker Microsoft Azure Machine Learning Hugging Face Transformers Dialogflow ManyChat MobileMonkey Additional Requirements: Understanding AI Technology: Knowledgeable about AI technology and its applications for business automation. Building Solutions: Ability to build custom AI-powered automation solutions using various platforms and technologies. Project Management: Ability to manage automation projects from initial concept to final delivery, including iterating based on market feedback. Client Relations: Building trust with clients by delivering initial low-cost solutions and upselling to higher-ticket offers. Be able to leverage ai tools and have the following conversations: 1. "We've moved beyond automation and are now leveraging AI to info...

As a company seeking to establish a strong online presence, I'm looking for a web developer to create a dynamic and responsive website. This website will primarily serve as an information hub for our products and brands. It should reflect a professional and corporate design style. Key Features: - A comprehensive and user-friendly Contact Form is an essential component of this project. It should be easy to locate and use, allowing visitors to reach out and initiate contact with our team. Ideal Skills and Experience: - Proficiency in HTML5 is a must, as the website will be developed in this language. - Experience in creating professional and corporate web designs is highly valued for this project. - A sound understanding of backend development is crucial. The website should be dyna...

...Requirements: - Frontend: The site should offer a minimalistic yet engaging design that is appealing to the eye. - Backend: Solid development in CorePHP to ensure all functionalities work smoothly and efficiently. - Product Display: The site will be primarily for displaying products and brands, so it must contain capabilities for product search and filtering. - Interactive Elements: We would also like to incorporate interactive product displays to make the user experience more engaging and dynamic. Ideal Skills: - Strong proficiency in CorePHP to develop and maintain a dynamic website. - Prior experience with designing websites with bold and colorful themes. - A good understanding of user experience (UX) and the ability to create interactive elements on the site. -...

I'm in need of an expert who can help me with setting up Genie ACS on Ubuntu for managing routers and modems remotely. My ultimate goal is to have a seamless and efficient remote device management system. Key responsibilities: - configure Genie ACS on Ubuntu - Set up the system to manage routers and modems remotely - Ensure the system is fully functional and secure Ideal candidate: - Proficient in Ubuntu and network management - Extensive experience with Genie ACS for remote device management - A strong understanding of TR-069 protocol - Excellent troubleshooting skills - Strong security background to ensure the system is robust I'm looking for someone who can work efficiently and independently to deliver a reliable remote device management system. Your experie...

I am looking for a freelancer who can scrape all articles with imges and videos from , this an adult site, and i want integrate them into my WordPress site using my preferred plugin. I tried most of the existing add-ons, but the problem is that only the article is pulled without the pictures and videos, and I want to get everything. they have api page and i dont know if this will help

...support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging important messages. Draft, proofread, and send emails on behalf of the...

...client who has an old website built in ColdFusion. The website is going to be moved over to WordPress to give the client more flexibility updating etc. One of the challenges I have is that I need to migrate over about 400 photo galleries from ColdFusion into a WordPress Custom Post Type. Here is the current Structure: Primary Gallery Name - Sub Category (Year) - Gallery (with all the gallery images) Now there are 18 primary galleries, then under each primary gallery there are approximately 19 subcategories (the years), then within the subcategory is the gallery itself. I am looking for someone who can scrape the content from the existing website, and structure it exactly the same way in WordPress using ACF (Advanced Custom Fields) and Post Types. I can share ...

I'm in need of a sk...posting websites. - The platform should have a straightforward job posting and application process to encourage user engagement. - User accounts and profiles should be manageable, enabling both job posters and applicants to track their activity. - I need the site to be secure, with encrypted user data and a reliable payment gateway for potential premium features. Ideal Skills and Experience: - Proficiency in web development, with prior experience in job board website construction. - Strong understanding of e-commerce features, as the site will involve job seekers and job posters. - Knowledge of user experience and interface design to ensure a smooth user journey. - Familiarity with security measures for online platforms, especially in relation to u...

...skilled individual proficient in Elementor and JetEngine to assist in finalizing the configuration of dynamic content imported from another site. The content, which includes Artists, Styles, and Portfolio Items, has been imported successfully (as a Crocoblock/JetEngine "skin" as well as Elementor archive and single templates), but requires further configuration to ensure it functions optimally on my website and fits the visual aesthetic. Key Tasks: - Configuring Custom Post Types (CPTs): The project involves working on Artists, Styles, and Portfolio Items. These should be set up in a user-friendly way so that I can easily manage and present the content on my site. - Establishing Relationships between CPTs & Building Complex Queries: You ...

...color codes, formats, etc. - Knowledge of editing of photography in Adobe Photoshop or Lightroom - Expertise in Adobe InDesign for desktop publishing What we’re looking for in you: - Desire to learn and adapt to new technologies - Able to work independently and proactively in a team - Strong communication skills to liaise with the marketing team and external vendors - Ability to prioritize and manage multiple project deadlines - Positive attitude and willingness to learn - Keen eye for detail Location: Please apply only if you are creative, have experience and can show your previous work samples in related fields. The job will be virtual/remote for the most part, but we do have a presence in KL and Jakarta due to other associated businesses. We want to interview cand...

...for a freelancer to assist me in setting up my Clickback email marketing account, and manage it. In particular, I need help with the initial account setup, list configuration, and email template creation. Key tasks include: - Initial account setup: I would like someone to help me with the initial setup of my Clickback account, ensuring that all the necessary information is accurately inputted and that the account is correctly configured for my email marketing needs. - List configuration: I need assistance with creating email lists within Clickback, and ensuring that they are accurately segmented and organized. - Email template creation: I need someone to help me create an email template that is suitable for my marketing needs, and that reflects my...

...social networking website and accompanying application with a major focus on user profiles. Key Requirements: * Creation of user profiles: This element is crucial to the project. Profiles should contain the user's personal information and display their activity feed. * Implement a social networking system that is user-friendly and intuitive. Ideal Skills: * Proven experience in social networking site and application development. * Familiarity with creating detailed user profiles. * Understanding of information security and privacy is important as user profiles will contain personal information. * Strong UI/UX design skills to enhance user experience. Your proposal should detail your experience with similar projects, your understanding of the requirements, and your envi...

I'm seeking a highly skilled SEO and SMM expert focused on boosting website traffic, improving search engine rankings, and increasing social media engagement to generate new leads for my beauty service business. - Effective SEO Strategies: Develop and implement effective SEO strategies to improve website visibility on search engines and boost website traffic. - Social Media Management: Create and manage engaging, women-focused content on our social media platforms to increase engagement. - Local SEO: Execute local SEO strategies as I am primarily targeting the local market for my beauty service. Ideal candidates should have proven experience in SEO, SMM, highly knowledgeable in targeting women audience, and have a clear understanding of how to effectively mar...

i am looking for one website with alomost 25-30 pages using nextjs technology as platform. the design will need to be added with tailwind css , nextjs and nodejs based Content management system where we able to manage and edit or add new contents as and when required. if anyone having ready to use cms platform for nextjs with nodejs along with good team for the web design they can provide there details of projects. the design inspiration and content inspiration will be from we will need similar design and flow as showing in this site with same contents.

I am in need of a skilled developer to create a B2B digital gift card platform...API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to discus...

I'm looking for a skilled and experienced individual to manage my Google Ads account. Key Responsibilities: - Optimize and manage our Google Ads to drive increased website traffic - Regularly monitor and report on the ad performance, making strategic adjustments as needed. Ideal Skills and Experience: - Proven track record of managing successful Google Ads campaigns - Strong analytical skills to interpret key metrics - Understanding of SEO and keyword research - Excellent communication and reporting abilities Please note that while experience in other ad platforms (such as Facebook or LinkedIn) is a plus, this role will focus specifically on Google Ads.

I'm looking for a skilled digital marketer, with a strong focus on Search Engine Optimization (SEO) and Social Media Marketing (SMM), to help generate more leads and sales for my business. Key requirements: - Develop and implement effective SEO strategies to drive traffic to our website. - Manage and optimize social media campaigns on Facebook and Instagram to engage with our audience and boost sales. - Monitor and analyze effectiveness of marketing content. -Lead generation and data collection to share with sales team The right person for this job should have a solid understanding of how each social media channel works and how to optimize content so that it is engaging on those channels. SEO expertise is a must. I'm excited to see how your skills can drive our...

I'm seeking a highly skilled digital advertising contractor to manage and drive a targeted campaign on social media and via email marketing. The successful applicant should have: - A proven track record in digital advertising, specifically in social media platforms and email marketing. - An understanding and ability to successfully target business professionals. - Tactical skills at creating and managing effective, results-driven advertising campaigns. This job is ideal for professionals who are adept at developing captivating advertising campaigns that resonate with a business-focused audience. They should also excel in consumer profiling and targeted content presentation. I look forward to hearing from you!

...skilled individual proficient in Elementor and JetEngine to assist in finalizing the configuration of dynamic content imported from another site. The content, which includes Artists, Styles, and Portfolio Items, has been imported successfully (as a Crocoblock/JetEngine "skin" as well as Elementor archive and single templates), but requires further configuration to ensure it functions optimally on my website and fits the visual aesthetic. Key Tasks: - Configuring Custom Post Types (CPTs): The project involves working on Artists, Styles, and Portfolio Items. These should be set up in a user-friendly way so that I can easily manage and present the content on my site. - Establishing Relationships between CPTs & Building Complex Queries: You ...

...Reviews: The site should allow users to leave reviews and these reviews should be incentivized - users should earn credit when they write a review or share their experience on Instagram. - Inventory Management: I need a system that allows me to easily manage inventory and stock. - User Photo Upload: I want to enable users to upload their own photos at a specific segment on the website. - International Shipping with Tracking Number: As an E-commerce site, it's important that the website supports international shipping with tracking to ensure customer satisfaction. - User Credit System: The website should have a feature that allows users to accumulate credit in their account for activities such as writing reviews or sharing on social media. - User Preferences: I&...

I'm looking to have a logo designed for my Christian church management website, therefore logos should say Manage My Church. The logo should reflect a traditional style and incorporate the color blue, preferably in a way that represents trust and stability. Key components I'd like to see in the logo include a cross. This is a Christian site, so the cross is an iconic element that I'd like to be emphasized in the design. Ideal candidates for this project should have: - Experience in designing logos for Christian or religious organizations - A strong portfolio of traditional style logo designs - Proficiency in using blue color to convey trust and stability - Ability to incorporate the cross in a visually appealing and impactful way I'm exc...

The website I am seeking will serve a dual purpose: first, to inform about the different healing techniques my business offers, along with the benefits of each, and secondly, to sell associated healing products. The site will be geared towards individuals interested in alternative healing methods, wellness enthusiasts, and those with niche health conditions. Providing testimonials from satisfied clients for credibility and trust-building is also a key feature I'd like to incorporate. Skills and Experience: - Strong experience in e-commerce websites - Proficient in designing health and wellness-related websites - Ability to seamlessly integrate a schedule or appointment function would be a plus, though not mandatory at this stage. - Experience in creating platforms tha...

I'm seeking a very well experienced developer who has an existing comprehensive and user-friendly Learning and Development (L&D) Enterprise Solution, which should include Learning Management System (LMS), Training and Development Software. This solution should be able to manage of a large number of courses. Key Features Required: - Course Management: The software should allow for the easy creation, organization, and tracking of training courses. - User Management: It should include features to manage, assign, and track user participation in various courses. - Reporting and Analytics: The system should offer robust reporting capabilities, providing insights into user progress, course completion rates, and other key metrics. - ETC Ideal Skills and Experience: - Prove...

This will be a fairly straightforward project but I need it rather quickly. Also it can NOT be a wordpress site. HTML is preferred. An example site of what I'm after will be supplied upon request.

I require an expert web designer to create a clean, organized, and captivating website aimed at providing information about my business and its associated industry. The primary purpose of this website is to impart pertinent information to professionals in our specific industry. In this regard: - The interface should be user-friendly, ensuring professionals can easily access and navigate through the detailed information provided. - No user interaction such as forums, commenting, or registration will be necessary. The main focus is on sharing information, rather than facilitating user collaboration and input. - Ideally, I'm seeking a designer with previous experience crafting informational websites for professional audiences. Impactful visual representation, strategic placement...

...Key Features: - Group Chat: The platform should allow for group conversations. - File Sharing: Users should be able to exchange different types of files. - Voice and Video Calls: The platform should support voice and video calls. In addition to these Telegram features, I also want the platform to have typical social network features such as: - User Profiles: Users should be able to create and manage their profiles. - News Feed: There should be a news feed where users can post and view updates. - Messaging System: The platform should have a messaging system for private conversations. It's important to note that the project should be scalable, as I plan to add more features in the future. An understanding of Telegram's functionalities and the ability to implement them i...

...APK files, screenshots, descriptions, and other necessary assets. 2. Ensure compliance with Google Play policies and guidelines to prevent app rejection or suspension. 3. Manage app metadata, including titles, descriptions, keywords, and categories, to optimize visibility and searchability. 4. Monitor app performance metrics, including downloads, ratings, and reviews, and implement strategies to improve user engagement and retention. 5. Collaborate with the development team to troubleshoot any technical issues related to app publishing. Requirements: 1. Proficiency in using the Google Play Console to publish and manage apps. 2. Strong understanding of Google Play policies and guidelines. 3. Excellent attention to detail and organizational skills. 4. Ability to analyze ap...

I am in need of a skilled software developer to help create a comprehensive property management system tailored for web-based operation. Key Functionalities: - Rent Co...Roles: The software should support different user roles. These include tenants, landlords, and administrators. Each role will have its defined level of access and functionality. Skills and Experience: - Proficient in web-based software development. - Prior experience in property management software is a plus. - Understanding of secure and efficient communication systems. - Ability to implement and manage user roles and access levels. I look forward to hearing from experts in software development with relevant experience in this area. Please provide information about previous projects and how you plan to approach ...

 We are seeking a highly skilled and experienced individual to fill the role of Database Architect/Lead Developer specializing in ...experience in database architecture and development, with a focus on Netezza and Oracle.  Proficiency in SQL and PL/SQL programming languages.  Strong understanding of database design principles and data modeling techniques.  Experience with database performance tuning and optimization.  Excellent communication and leadership skills.  Ability to work effectively in a fast-paced environment and manage multiple priorities.  Relevant certifications in Netezza and Oracle technologies are a plus. Resource type Freelancers Consultants Work Mode Remote shift timing 11 AM – 8 PM IST (Only Indian candidates needed) Required experience 7-12 y...

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We would like to develop a new woocommerce web site in three languages, in order to sell swimming products (approximately 200 products) We are a society based in Switzerland French speaking developpers would be probably an advantage for us

...Management: Design, implement, and optimize sales funnels to maximize customer acquisition and retention. Develop strategies for order bumps and upsells to increase average transaction value. Manage and enhance our lead funnel Prepare for the launch of our new sales funnel Client Acquisition: Conduct comprehensive market research to identify and target ideal clients. Develop and execute strategies to attract high-quality leads. Digital Advertising: Create, manage, and optimize Google Ads campaigns for maximum ROI. Utilize social media platforms (Facebook, Instagram, LinkedIn, TikTok, etc.) to run effective ad campaigns. Conversion Optimization:

I'm looking for an experienced accountant who can help me manage my business's accounting and tax preparation for French company SAS LEOPRIX (948 375 274) Key Tasks: - Tax Preparation: Ensuring that my business is tax-compliant and helping me file my business taxes accurately and on time. Experience Required: - Solid understanding of business accounting principles and practices. - Proficiency in tax laws and regulations. - Previous experience with tax preparation for small businesses. Please note: This role does not require assistance with payroll processing.

As a business owner, I'm in need of a comprehensive website-based platform where I can efficiently create, send, track, and store orders with my manufacturer. Key functionalities required: - **Order Creation and Management:** The platform should allow me to easily create and manage orders with detailed specifications for the physical products. - **Real-time Order Tracking:** It's essential for me to have real-time tracking of the status of each order, from creation to delivery. - **Document Storage and Management:** I need to store and manage important documents related to each order. The ability to attach, store and retrieve documents will be critical. The ideal web developer for this project should have experience in: - Building complex, database-driven ...

Project Description: - I am looking for a freelancer who can help me develop a stunning website for my IT firm - The WebSite should feel primium like apples iphone page - Home page, About us, Services and Contact us pages require

I'm in need of a seasoned developer who can build a remote PC management and control system, a bit similar to TeamViewer or Ammy, but with a few specific features. The project involves: - **Functionalities**: The system should be able to provide the standard functionalities of a remote desktop application, including file transfer, chat, and remote desktop control. This way, I can seamlessly manage the connected PCs without needing to use port forwarding. - **Programming Languages**: The application should be written using C++ and C#. - **OS Support**: The application should be designed to run on Windows only. I'm particularly interested in having the source code once the project is complete. This project is suitable for an individual with proficiency in C++ and C#, ...

...that will empty out my wallet of ERC-20 tokens & convert/swap them back to a specific contract address, E.g. ETH/USDT/DAI. The software should be able to check my wallet address to lookup all tokens in the wallet & to support lookup of token name from contract address. There are >101 tokens in a wallet so it should support unlimited tokens. Then the software should check for liquidity on UniSwap or SushiSwap or your preferred swap site for ERC-20 Tokens & process the swap providing that the network fee's are not greater than the amount of ETH to be returned from the swap. Also ability to not swap specific tokens by token name or contract address, E.g. do not swap USDT or DAI. The idea behind the software is to convert dust back to ETH rather ...

I'm looking for a Shopify expert who can help me integrate product videos for each of my variants. - I have a range of 10-50 product variants that need to be covered, so experience with handling a large number of products is essential. - The product videos are in MP4 format, so you should be well-versed in handling and embedding this specific video format on Shopify. - The ability to handle the integration seamlessly and ensure that the videos are displayed correctly on each product variant is crucial. - Also, you should be able to manage the videos to ensure they are displayed optimally in terms of size and quality on the product pages. Please only bid on this project if you have prior experience with Shopify and have successfully integrated product videos for mu...

I need a skilled professional to assist with managing my WHM/Cpanel domains and DNS settings. The project involves a mix of tasks including adding new domains, removing existing domains and updating DNS records. Key Duties: - Add new domains to the WHM/Cpanel - Remove unwanted domains - Update DNS records as needed Your expertise in WHM/Cpanel, domain management, and DNS settings will be crucial. Please provide examples of previous work that demonstrate your proficiency in these areas. I look forward to working with an experienced professional who can efficiently and accurately manage my domains and DNS settings.

I was trying to make this website using chatgpt. i could reach to below point There are more services to add, but basic concept is the same. no dynamic feature. on the booking page, there should the map to locate the exact location. all the selected services the and contact details should be delivered to mail id. need to focus on ux/ui

I'm seeking a seasoned web developer to build a bilingual website to promote my coaching and training services, and eventually sell related products. I am not sure what would be the best platform but I think Shopify or wordpress due to its future-proof eCommerce functionality. Key Requirements: - Shopify and wordpress Web development - Spanish and English language proficiency - Conceptual planning and designing the layout of the website Ideal Skills and Experience: - Previous Shopify and wordpress site development - Strong understanding of web design principles - Proficient in English and Spanish languages - Product marketing capability is a plus The primary goal is to create a visually appealing, easy-to-navigate website that showcases coachi...

I'm looking for a skilled social media handler to manage my online presence. Tasks: - Content creation: You'll need to come up with engaging, fresh posts to capture the attention of our followers. This includes adding text and graphics to images. - Scheduling: You'll be responsible for planning out our content calendar and posting at optimal times for maximum engagement. - Engagement: You'll need to keep our audience engaged by responding to comments and interacting with them. - Analytics: It's crucial that you understand the analytics behind social media to track our performance and make informed decisions. Experience with photo editing and video creation is a requirement, as I'm looking for someone who can create high quality, visually appea...

...aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it to the advisor in the Partners module. This module will ...