Microsoft dynamics crm administrator job description jobs

I have been doing online business for more than five years. The 2023 revenue is $4.5 millions. I'm on the hunt for a professional high ticket sales closer with an in-depth understanding of the e-commerce industry. I'm launching an online school focusing on teaching ...invest in high-level education. Key Responsibilities: - Convert interested prospects into students - Possess persuasive consulting services skills - Foster relationships with potential clients Ideal Skills and Experience: - In-depth knowledge of the e-commerce industry - Proven track record in high ticket sales - Expertise in consulting sales techniques - Familiarity with online education dynamics If you have a passion for advancing people's entrepreneurial aspirations within the e-commerce spac...

I am in need of a technophile with expertise in Microsoft Access databases. Your task will involve: - Populating my database with customer data which includes names, addresses, phone numbers, organisation affiliations, and details of last interactions. - Inputting sales transactions data which include dates, product names, and prices. The ideal freelancer should demonstrate an adept understanding of database management, particularly Microsoft Access, and be able to accurately input data with keen attention to details. Efficiency, accuracy and attention to detail will be paramount for this project.

I'm in urgent need of a skilled content writer who possesses strong proficiencies in Microsoft Excel. The primary task will involve generating written material for my organization, with an additional responsibility requiring accurate invoice creation. Your responsibilities in detail: - Generate compelling content that aligns with my organization's goals and objectives. - You would also be responsible for creating invoices using Microsoft Excel. Ideal qualifications and skills: - A strong grasp of the English language with excellent writing skills. - Prior experience with content writing and invoice creation. - Expert understanding of Microsoft Excel, particularly when it pertains to invoice creation.

Hello, I need interactive demo, built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be rep...built in Unity, C#, for scrolling and repeating map of 2D tiles. 1) The map shall be square. The camera must follow main character(let it be represented as simple circle). When the character moves close to the edge of a square, the map shall be wrapped around, so that bottom part goes top, left part goes into right, and so on. The above, I call scroll, repeat map. PM me, if you do not get my description. 2) The map shall have some props, like other circles with various radius. Main character shall not go through the props. The main character shall avoid the props while moving. 3) Moving is done with...

I'm looking for an intermediate SAP administrator to assist with the basic administration of our SAP system. Key Tasks: - Basic user management, including creating and deleting users, assigning roles, and setting up authorizations - Monitoring system performance and taking necessary actions to ensure it runs smoothly - Troubleshooting and resolving basic configuration and authorization issues - Assisting with system backups and ensuring data integrity - Providing general support to the team on SAP-related queries It's important that you're comfortable working with the SAP system and have a good understanding of its basic functions and administration. A background in SAP Administration or similar roles is preferred. I will provide access to the SAP system, so you ...

...a single set of credentials. When a user attempts to log in to a participating website or application, they are redirected to a common login page hosted at "". Here, users can enter their credentials, typically consisting of a username (usually their CPF - Cadastro de Pessoas Físicas, the Brazilian individual taxpayer registry identification) and a password. Description: I am reaching out to inquire about a service you may provide regarding the automation of login within a Docker environment. I have encountered difficulties automating the login process on , particularly when attempting to execute the script within a Docker container. Despite successful tests on my local development environment (macOS), I consistently encounter a captcha challenge

I have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work exampl...

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 f...

...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...

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Dear Freelancer Please read carefully the following job description: We are looking for an specialist (freelancer, not a service provider) to help us with the implementation of the ABP framework - Installation is done on our server (dedicated infrastructure for the project, no local installation on your computer) - The person must be able to give us advice on strategic choices - A POC will be requested depending on our needs Important: a) If you don't have time or interest in the project b) If you're looking to change our initial goals c) If you do not wish to be integrated into a group structure or work in the interests of a group of developers d) If you are not working in transparent mode Please don't waste our (your) time The average commitment of our ...

Job Title: AI Automation Expert Responsibilities: AI Development: Design, develop, and deploy AI solutions to drive business efficiency and automation. Automation Strategy: Collaborate with teams to identify automation opportunities and design effective workflows. Data Handling: Work with large datasets to ensure accurate and up-to-date information. Task Execution: Instruct AI systems to perform specific actions, such as data processing, content generation, or predictive analytics. Continuous Learning: Stay informed about AI advancements and best practices to optimize system performance. Qualifications: Technical Proficiency: Familiarity with AI concepts, machine learning, and automation platforms. Problem-Solving Skills: Ability to analyze business processes and design effec...

I'm looking for a professional who can set up an automatic download of mainly .csv files from FTP, SFTP, https and webscraping-login. The script should be configured to run daily/weekly at pre-defined time - configurable for each file. Requirement: Ch...file. Requirement: Check after each download that the download has actually been downloaded. Notify user if any errors occur. Key Requirements: - Configure FTP download automation on Windows enviroment or hosted. - Schedule the download to occur at defined day/hour. - Check if download has been succesful. - Clear commented code. I only respond to bids where the bidder clearly has read the description...sorry (not really sorry, lets not waste each others time :) ) I prefer fixed price, but have entered hourly - let me know y...

I need a talented and experienced WordPress developer to finish with final touches to make it look professional and setting up my WordPress website to include contact form integration. Additionally, I w...integration. Additionally, I want to ensure the website is fully secure by installing an SSL certificate. Specific requirements: - Improve the contact form on the website - Install and configure an SSL certificate for security For the custom email setup, I'd like to use Microsoft 365. Ideal Skills: - Strong experience in WordPress development - Expertise in setting up and configuring contact forms - Prior experience with SSL certificate installation - Familiarity with Namecheap custom e-mail integration with Microsoft 365 email setup - Excellent understanding of webs...

is New York based Ecommerce company involved in processing of online print orders since 2010. Key Responsibilities - We are looking for AWS Linux Web Administrator to set up new and modify the existing AWS EC2 instance running Laravel application on Bitnami LAMP stack. Set up new dev server on AWS or Digital Ocean. Skills and Experience: - Minimum 3 years verifiable experience as Linux Web Administrator in creating and managing existing and new LAMP EC2 instance. Laravel application hosting experience preferred. Duration: Permanent: assignment and based on completed work items

As the client, I am search of a seasoned virtual assistant to 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 impo...

...detection () that has a confidence score. I expect you will find a better technique. By applying the following feature techniques: facial expression analysis, gaze analysis, body movement analysis, speech and language processing, social interaction metrics, activity recognition, contextual information integration, and temporal dynamics analysis, all aimed at extracting comprehensive features from human video data to identify autism spectrum disorder. If you have work experience in computer vision, machine, and deep learning, specifically on video datasets, please let me know with a few of your sample works. We can discuss the task details, time, and budget in a virtual meeting. Ideal Skills: - Proficiency in computer vision

...platform where working professionals can post part-time job offers and seekers can apply. Key Requirements: - I want a clean, professional layout, similar to popular job 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...

Theme: Sent site requirements via pm

I am in nee...potentially integrating more features as the project progresses. 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...

I'm in need of an in-depth market research report on the men's shirt market in India. The report should span the last 5 years and cover the market size, growth rate, and key players. ...overview of the major companies and brands within the market segment. -Gap and Opportunities Focus: - The research should encompass the entirety of India, providing a comprehensive view of the market at a national level. Skills and Experience: - Prior experience in market research, particularly in the fashion or apparel sector, would be highly beneficial. - A strong understanding of Indian market dynamics and consumer trends is key. - The ability to analyze and present complex data in a clear and concise manner is essential. Please include samples of your previous market research repor...

I have a public Shopify App and we are starting to see good usage and have extensive plans to improve existing functionality and add new features. We have been working with a Shopify consul...asked to do some coding for front-end parts. If you think this is suitable for you, please reply back by showing references of public apps you built. Applications without public app references will be reported as spammers. NDA will be required to share more information, so please don't ask. Also please put words "Done Public Apps" to the begining of your bid so I know you actually read this description. Our app is serious and growing very fast. This project is be a great opportunity, if you are an expert in the field, with a professional attitude. Looking foward to meet wi...

Description: We are currently seeking a dynamic and motivated freelance cold caller to join our team and assist in prequalifying low-income prospects for our revolutionary no-cost health benefits program. This is an excellent opportunity for individuals who are skilled in high-volume cold calling and have a passion for helping others access essential healthcare services. Responsibilities: -Make outbound cold calls to potential prospects to prequalify them for our no-cost health benefits program. -Conduct approximately 100-200 calls per day with a focus on efficiency and effectiveness. -Engage prospects in a professional and empathetic manner to gather necessary information. -Use qualifying questions to determine eligibility based on income level and current health coverage. -Clea...

I'm looking for a skilled developer to integrate a Keystrokes Dynamics system into our existing Biometric 2FA application. The main goal is to increase the security of our system. Key Requirements: - Integrate Keystrokes Dynamics with an existing Biometric 2FA application. - Ensure a seamless and user-friendly experience for our customers. - Prioritize security enhancements and compliance with industry regulations. Ideal Skills: - Proficiency in Biometric and 2FA technologies. - Experience with integrating Keystrokes Dynamics into existing systems. - Strong security and compliance background. - Prior work on user-friendly interfaces would be a plus. Please provide examples of similar projects you've worked on and how you would approach this task.

I’m seeking an experienced product description writer with graphics experience to create compelling descriptions for three supplements. The content should be aimed at health-conscious individuals, presented as persuasive and sales-oriented, and include images to enhance the message. Key Details: - 'Text with images' format: The ideal candidate will be able to craft compelling, persuasive descriptions while also having graphic design skills to incorporate images. - Target Audience: The descriptions should be tailored to health-conscious individuals, ensuring the content resonates with their interests and concerns. - Tone: The descriptions should not only inform and educate, but also persuade and drive sales. A friendly, conversational tone could be suitable, but the...

I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating sales t...

I'm looking for a talented screenwriter who can craft an engaging and action-packed...alternate universe. This opens up creative opportunities to explore a different yet coherent world where these characters can interact and engage in battles of epic proportions. Ideal candidates would have: - Proven experience in screenplay writing, especially in the action/adventure and comic book genre. - Strong understanding of the Marvel and Transformers universe, including their character dynamics and lore. - Ability to balance comedic and serious tones effectively. - Flexibility and creativity to craft an engaging original version of Spider-Man. If you're up for the challenge of bringing these beloved characters together in an exciting and fresh narrative, this project could be a ...

...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...

...have a Contabo VPS with Linux OS that I need to be set up with Cloudpanel and properly configured on an urgent basis. Key Requirements: - Set up Cloudpanel on a Contabo VPS with Linux OS - Complete configuration and installation of Cloudpanel - Ensure the server is ready for immediate usage upon completion - Tighten security and optimize performance I am looking for an experienced server administrator with the following skills: - Proficient in setting up and configuring cloud server environments - In-depth knowledge of Linux operating systems, particularly CentOS - Familiarity with Cloudpanel or similar server management panels - Ability to work quickly and efficiently, meeting tight deadlines This is an urgent task, so I need someone who can start immediately and prioritize ...

I need a literature review specialist focusing on the Rare Disease (POGZ Gene Disorder/White Sutton Syndrome). This will involve in-depth analysis of specific studies within NIH articles. Put a detailed report after a comprehensive review of the existing published literature in NIH/PubMed. 1)The report should include a good description of what is currently established about the POGZ gene disorder in a simple way without technical jargons 2) the current state of research in the field, 3) Summarize and compare the findings of key studies 4) POGZ s impact on gene function, what genes are down-regulated/unregulated with POGZ 5) what animal models exists 6) The gaps that currently exist for further research ( the ultimate goal of creating a therapeutic plan) I'm lookin...

...looking for a professional who can help me craft a modern and visually appealing CV. This CV is intended for a professional job opportunity abroad, specifically in New Zealand. Key requirements for the CV include: - Education details: I need my academic qualifications and certifications to be appropriately highlighted. - Work experience: I have several years of experience in my field, and I need this to be well articulated on the CV. - Skills: The CV must accurately reflect my skill set and competencies relevant to the job I am applying for. - Achievements: I have some notable accomplishments in my career that I want to be showcased on the CV. Ideal candidates for the job should: - Have a strong understanding of CV designs and modern trends in resume writing - ...

I'm seeking a talented professional to help me grow my Telegram channel. Here are some key details: - **Goal**: My primary aim is to increase the subscriber count of my channel. You will be focusing on developing and executing strategies that directly contribute to this goal. - **Target Audience**: My channel c...combination of paid advertising and cross-promotion with similar channels to help attract more subscribers. - **Skills and Experience**: I'm looking for someone with a proven track record in growing Telegram channels, particularly those targeting niche audiences. Experience with adult content promotion would be a significant advantage. This is an exciting project for a professional who understands the dynamics of Telegram channels and can effectively engage uniq...

I'm curr...Responsibilities: - Implement a comprehensive brand awareness strategy for Instagram - Create engaging and relevant content for the target audience - Regularly monitor and analyze the performance of the campaigns - Provide recommendations based on the data for continuous optimization Skills and Experience: - Proven experience in social media marketing, specifically in Instagram - Strong understanding of the dynamics of the platform and its various features - Ability to create compelling and shareable content - Proficiency in data analysis and performance tracking - Familiarity with the target audience and the ability to tailor campaigns accordingly If you possess the above skills and have a successful track record in Instagram marketing, I would be interested in he...

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

...expert with a proven track record of driving significant results? We are looking for a talented individual to join our team at KHLuxuryShopping as a Freelance Sales Expert. About Us: KHLuxuryShopping is an exclusive online destination offering luxury products curated from around the world. From fashion to home decor, our platform caters to discerning customers seeking unique, high-end items. Job Description: As a Freelance Sales Expert, your primary goal will be to generate a minimum of 100 sales per month for KHLuxuryShopping. You will leverage your sales expertise and network to drive customer engagement and increase conversions on our platform. Responsibilities: Develop and execute strategic sales plans to achieve or exceed the target of 100 monthly sales. Identify ...

I'm seeking virtual assistants with an entry-level experience in recruitment to help with the hiring process. The primary task will involve recruiting suitable candidates for various roles within my organization. This includes: - Posting job advertisements on appropriate platforms - Screening resumes and profiles - Scheduling and conducting initial interviews - Maintaining and updating recruitment databases Job Description: Having a computer is mandatory Should have at least 1 year of Virtual Assistance experience + Social networks experience is important + Jobs website handling is beneficial+ Ready to work 100% remote / work from home + Flexible hours + 6 days a week + Full time + Good computer + Good Internet connection + Start Immediate + From an...

I'm in search of a proficient WeChat user who can help me integrate into student groups on WeChat, particularly those comprising Chinese students studying abroad. I'm keen on engaging with student groups across the globe, with a particular focus on the United States, the United Kingdom, and Australia. Ideal Skills and Experience: - Proficiency in WeChat with a good understanding of its group dynamics - Experience in community management on WeChat or other social platforms - A network of student group connections, especially Chinese students studying abroad - Familiarity with the academic world, particularly topics around masters and PhD studies Key Requirements: - Inclusion in student groups across various countries, with a focus on the United States, the United Kingdo...

As a web and graphic designer, you're responsible for creating visually appealing designs that communicate effectively with your audience. Here's a short description you can use: --- ? **Web & Graphic Designer** Hi there! I'm a passionate web and graphic designer with a knack for creating stunning visuals that captivate and communicate. Whether it's designing eye-catching websites, crafting compelling posters, or creating striking book and magazine covers, I bring creativity and expertise to every project. ?️ **Web Design:** I specialize in designing websites that are not only visually appealing but also user-friendly and responsive across all devices. From concept to development, I ensure that every website I create reflects the unique identity and goals...

I'm in need of an experienced administrator who can help me with a large-scale project. I have a list of 10,000 names and email addresses in a Google Sheets document. Your job will be to: 1) verify these contacts by checking if they are still active on LinkedIn, and if so, 2) determine where they are currently employed. 3) Do a test email and verify if the email address is currently active 4) Replace an inactive email with a new active email address Key Requirements: - Experience with LinkedIn verification - Strong organizational skills to handle 10,000 contacts - Expertise in using Google Sheets - Ability to cross-check large volumes of data swiftly - Attention to detail to ensure accuracy Deliverables: - A revised Google Sheets document with active contacts' cu...

I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...

I'm seeking an Amazon Account Executive with exceptional PPC advertising skills. The role involves a variety of responsibilities ranging from managing customer inquiries to scheduling deals. Key Responsibilities include: - Driving profitability through Advanced PPC advertising. - Resolving customer complaints and managing feedback and reviews. - Scheduling deals and o...optimizing listings. - Proficiently handling flat files. The ideal candidate should have: - Advanced experience in managing PPC advertising. - Prior experience in Amazon account management. - Strong customer service skills. If you have a proven track record of driving profitability on Amazon and are adept at handling customer service, I'd love to hear from you. Please take a look at the job descrip...

I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!

...The CSS of this particular section of the website is not loading at all, affecting the overall appearance and functionality. If I put any characters before the HTML, the CSS is loading. - Website status: Other sections are not impacted, and the pages in this section are loading, but without proper CSS. - Validation: Please, start your answer with "Validation Stable MARK" to prove you read the description. Quotes without validation won't be accepted. - Recent changes: I haven't made any recent changes to the CSS or the website code. The hosting was changed. On the local server, it is working fine. - Code: The website is written with custom code. It is not WordPress, TYPO 3 or whatever CMS system. - Attached Images: The first image is the outcome without any cha...

I am in need of a talented filmmaker to create a music film clip that captures energy and performance. The clip should focus on a tangible musical performance, rather than a narrative or abstract concept. The ideal candidate will have: - Experience in film clip creation, particularly in performance-based scenarios - A strong grasp of pacing, rhythm, and visual dynamics to convey energy - Innovative ideas on camera techniques to capture the best of performance This project does not require a storyline, instead focus on capturing the essence of the performance in an energetic and vibrant context. Your creative input will be valued. The successful bid will demonstrate an understanding of these requirements and showcase a portfolio or examples of similar work.

I am looking for a talented Photoshop / Illustrator designer who can create a very simple design for me. The purpose, specific elements or components, and preferred color scheme are determined. This project is perfect for a designer who can take a basic idea and turn it into a visually appealing design. SKILLS: - Proficiency in Photoshop and Illustrator - Creative and good eye for design - Ability to work and complete this in the next hour

I need a hand with entering a small amount of text and numbers data into a spreadsheet. Key Requirements: - The task involves a small amount of both text and numbers data entry. - The specific software to be used has not been specified by me, so you can work with what you're most comfortable with. Ideal Freelancer: - Proficient in data entry, wit...text and numbers data into a spreadsheet. Key Requirements: - The task involves a small amount of both text and numbers data entry. - The specific software to be used has not been specified by me, so you can work with what you're most comfortable with. Ideal Freelancer: - Proficient in data entry, with experience handling similar tasks. - Familiarity with popular data entry software, like Microsoft Excel and Google Sheets ...

I have a small server infrastructure and I am looking for a System Administrator who has a strong knowledge of Linux and can handle Apache Logs. This role would primarily involve: - Monitoring system performance. - Troubleshooting issues. - Ensuring security of the servers. Skills and Experience Required: - Proficiency in Linux system administration. - Experience in handling Apache Logs. - Strong troubleshooting and problem-solving skills. - Knowledge of security best practices for server infrastructure.

...custom module for tracking referrals. Here are the main 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 ...