Tai Mary

Zoho CRM Setup and Configuration

Real Estate Instruct • Freelance

Oct 2026 - Present • 0 mos

Configured Zoho CRM to organize leads, contacts, accounts, and deals in a structured workspace. Focused on aligning CRM modules and fields with the business sales process, improving record consistency, and making customer information easier to manage. Zoho Projects Dashboard Showing Wrong Numbers, Zoho Inventory Dashboard Showing Wrong Numbers, Zoho Inventory Webhook Not Triggering, Zoho CRM Zapier Connection Broken, Zoho One Zapier Connection Broken, Zoho Campaigns Reports Not Updating, Zoho Projects Reports Not Updating, Zoho Inventory Reports Not Updating, Zoho CRM Dashboard Showing Wrong Numbers, Zoho One Dashboard Showing Wrong Numbers, Zoho One Webhook Not Triggering, Zoho Books Webhook Not Triggering, Zoho Creator Webhook Not Triggering, Zoho Desk Webhook Not Triggering, Zoho Flow Webhook Not Triggering, Zoho Analytics Webhook Not Triggering, Zoho Campaigns Webhook Not Triggering, Zoho Projects Webhook Not Triggering, Zoho Creator Calendar Not Syncing, Zoho Desk Calendar Not Syncing, Zoho Flow Calendar Not Syncing, Zoho Analytics Calendar Not Syncing, Zoho Campaigns Calendar Not Syncing, Zoho Projects Calendar Not Syncing, Zoho Inventory Calendar Not Syncing, Zoho CRM Webhook Not Triggering, Zoho Flow Email Templates Not Rendering, Zoho Analytics Email Templates Not Rendering, Zoho Campaigns Email Templates Not Rendering, Zoho Projects Email Templates Not Rendering, Zoho Inventory Email Templates Not Rendering, Zoho CRM Calendar Not Syncing, Zoho One Calendar Not Syncing, Zoho Books Calendar Not Syncing, Zoho One Csv Import Errors, Zoho Books Csv Import Errors, Zoho Creator Csv Import Errors, Zoho CRM Email Templates Not Rendering, Zoho One Email Templates Not Rendering, Zoho Books Email Templates Not Rendering, Zoho Creator Email Templates Not Rendering, Zoho Desk Email Templates Not Rendering, Zoho Creator Bulk Import Failing, Zoho Desk Bulk Import Failing, Zoho Flow Bulk Import Failing, Zoho Analytics Bulk Import Failing, Zoho Campaigns Bulk Import

Zoho CRM Custom Fields and Modules

Real Estate Integrate • Freelance

Oct 2026 - Present • 0 mos

Reviewed CRM data requirements and configured relevant custom fields and modules to capture the information needed for sales and customer management. Focused on reducing incomplete records and making information easier to retrieve and report on. Zoho Projects Dashboard Showing Wrong Numbers, Zoho Inventory Dashboard Showing Wrong Numbers, Zoho Inventory Webhook Not Triggering, Zoho CRM Zapier Connection Broken, Zoho One Zapier Connection Broken, Zoho Campaigns Reports Not Updating, Zoho Projects Reports Not Updating, Zoho Inventory Reports Not Updating, Zoho CRM Dashboard Showing Wrong Numbers, Zoho One Dashboard Showing Wrong Numbers, Zoho One Webhook Not Triggering, Zoho Books Webhook Not Triggering, Zoho Creator Webhook Not Triggering, Zoho Desk Webhook Not Triggering, Zoho Flow Webhook Not Triggering, Zoho Analytics Webhook Not Triggering, Zoho Campaigns Webhook Not Triggering, Zoho Projects Webhook Not Triggering, Zoho Creator Calendar Not Syncing, Zoho Desk Calendar Not Syncing, Zoho Flow Calendar Not Syncing, Zoho Analytics Calendar Not Syncing, Zoho Campaigns Calendar Not Syncing, Zoho Projects Calendar Not Syncing, Zoho Inventory Calendar Not Syncing, Zoho CRM Webhook Not Triggering, Zoho Flow Email Templates Not Rendering, Zoho Analytics Email Templates Not Rendering, Zoho Campaigns Email Templates Not Rendering, Zoho Projects Email Templates Not Rendering, Zoho Inventory Email Templates Not Rendering, Zoho CRM Calendar Not Syncing, Zoho One Calendar Not Syncing, Zoho Books Calendar Not Syncing, Zoho One Csv Import Errors, Zoho Books Csv Import Errors, Zoho Creator Csv Import Errors, Zoho CRM Email Templates Not Rendering, Zoho One Email Templates Not Rendering, Zoho Books Email Templates Not Rendering, Zoho Creator Email Templates Not Rendering, Zoho Desk Email Templates Not Rendering, Zoho Creator Bulk Import Failing, Zoho Desk Bulk Import Failing, Zoho Flow Bulk Import Failing, Zoho Analytics Bulk Import Failing, Zoho Campaigns Bulk Import Failing, Zoho

Zoho CRM Sales Pipeline Setup

Real Estate Instruct • Freelance

Oct 2026 - Present • 0 mos

Structured sales pipeline stages around the business sales process, helping users understand where deals stand and what actions are needed next. Focused on improving deal visibility, sales tracking, and consistency across the pipeline. Zoho Books Chat Widget Not Working, Zoho Creator Chat Widget Not Working, Zoho Desk Chat Widget Not Working, Zoho Inventory Payment Gateway Not Syncing, Zoho CRM Support Tickets Piling Up, Zoho One Support Tickets Piling Up, Zoho Books Support Tickets Piling Up, Zoho Creator Support Tickets Piling Up, Zoho Desk Support Tickets Piling Up, Zoho Flow Support Tickets Piling Up, Zoho Analytics Support Tickets Piling Up, Zoho One Payment Gateway Not Syncing, Zoho Books Payment Gateway Not Syncing, Zoho Creator Payment Gateway Not Syncing, Zoho Desk Payment Gateway Not Syncing, Zoho Flow Payment Gateway Not Syncing, Zoho Analytics Payment Gateway Not Syncing, Zoho Campaigns Payment Gateway Not Syncing, Zoho Projects Payment Gateway Not Syncing, Zoho Campaigns Meeting Bookings Double Booking, Zoho Projects Meeting Bookings Double Booking, Zoho Inventory Meeting Bookings Double Booking, Zoho Analytics Recurring Billing Not Working, Zoho Campaigns Recurring Billing Not Working, Zoho Projects Recurring Billing Not Working, Zoho Inventory Recurring Billing Not Working, Zoho CRM Payment Gateway Not Syncing, Hire a Zoho Deluge Developer, Dedicated Zoho Flow Agency, Dedicated Zoho Analytics Agency, Dedicated Zoho Campaigns Agency, Dedicated Zoho Projects Agency, Dedicated Zoho Inventory Agency, Dedicated Zoho Deluge Agency, Dedicated Zoho API Agency, Dedicated Zoho Bigin Agency, Dedicated Zoho Bigin Strategist, Dedicated Zoho People Strategist, Dedicated Zoho Recruit Strategist, Dedicated Zoho CRM Agency, Dedicated Zoho One Agency, Dedicated Zoho Books Agency, Dedicated Zoho Creator Agency, Dedicated Zoho Desk Agency, Dedicated Zoho Desk Strategist, Dedicated Zoho Flow Strategist, Dedicated Zoho Analytics Strategist, Dedicated Zoho Campaigns