Because the zoho pop up is not customisable i,s this something that you can be done ? our phone company can help provide a trigger for a pop up
from the pop up we what our phone staff to be able to
See
Customer Detail
Account name (related to the phone number -account )
Phone Number (Incoming call abilty to copy from)
Charge Account -True or false zoho account
Capricorn Number – zoho account
Is Account On Hold -zoho account
Create cases and task in zoho
If phone number has no account abilty to add it to asscoite with an account
In the second stage of this I would like to be able to show quotes,order and invoice stats these are all in opportunities module please check attached excel under second stage header
Hourly Range: $30.00-$60.00
Posted On: July 19, 2024 03:15 UTC
Category: Scripting & Automation
Skills:Zoho CRM, Google Chrome Extension
Country: Australia
click to apply
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