Apptivo CRM setup
$30-250 USD
Teslim sırasında ödenir
Transferring from 17Hats, Smartsheets to Apptivo
We will need the following setup:
Transfer contacts from 17Hats to Apptivo
3 Users and privileges setup
Templates (already made)
Automation and workflows (time and event triggers)
Google Form to create new contact integration
Google Form to update notes/description in contact
Set up with payments, invoicing, quotes, receipts, esign contracts
Ability to make relationships with contacts
Email integrations (3 emails)
Phone calling and texting
Proje NO: #31884745
Proje hakkında
Bu iş için 3 freelancer ortalamada $216 teklif veriyor
PHD IN SOFTWARE DEVELOPMENT AND ARCHITECTURE. EXPERT IN ABOVE NAMED SKILLS. HELLO DEAR CLIENT! Thank you for sharing your project details, I have read and understood them. Am interested in your project and I would lik Daha Fazla
Hi, I'm Arun Isravel from Apptivo CRM Customization and Migration expert of 4+ yrs of working experience in Apptivo Software Private Limited. I was previous employer of Apptivo. I could have great experience in Apptiv Daha Fazla
Hello my name is Efrain Gomez. I am Project Manager. I am an expert in the implementation of CRM Apptivo. I am analyzing, diagnosing, and designing workflows that are later implemented in the CRM, adapting the best pra Daha Fazla