Zoho One Setup & Fix — Step-by-Step Instructions Timeline: 5 Days Agreed Price: $350 USD Daily Updates & Testing Required ⸻ Overall Goal Fix, organize, and professionalize our Zoho One system so it works correctly, cleanly, and reliably. Everything must be tested by you first, then reviewed with us daily before moving forward. ⸻ DAY 1 – Forms & Lead Flow Step 1: Fix Zoho Forms • All Zoho Forms must: • Send submissions ONLY to Leads • NOT create Deals automatically • Confirm: • No duplicate records • Correct field mapping • Test Run Required • Submit test forms • Verify leads appear correctly ⸻ DAY 2 – Email System (Critical) Step 2: Fix All Emails • Ensure all emails: • Properly send from and to Deals • Work without errors • Are tracked correctly • Fix any broken automations or templates • Emails must align with pipeline stages such as: • Project in Progress • Completion • Reminders • Follow-ups • Test Run Required • Send test emails • Confirm delivery, tracking, and formatting ⸻ DAY 3 – Deal → Project Automation Step 3: Projects Setup • Projects must: • Start from Deals • Automatically transfer to Zoho Projects per client • Each project must show: • Phases • Completion percentage (%) • Clear project stages • Test Run Required • Create test deals • Confirm projects generate correctly ⸻ DAY 4 – Pipeline & Payments Step 4: Payment Pipeline • Set up 5 payment stages in the pipeline • Ensure: • Payments align with deal/project progress • Emails trigger correctly at each payment stage • Test Run Required • Move deals through payment stages • Verify automation and email triggers ⸻ DAY 5 – Contracts, QA & Cleanup Step 5: Zoho Sign • Upload and configure our contract in Zoho Sign • Ensure: • Easy sending from Deals • Proper signing workflow • Test Run Required • Send and complete a test contract ⸻ Step 6: Full System Check • Make sure everything works together properly • Double-check: • Automations • Emails • Pipelines • Projects • Fix anything unprofessional or broken • Final Internal Test (YOU test first) ⸻ Daily Requirements (Mandatory) • Provide daily progress updates • Review what was completed each day • Perform test runs every day • Do NOT move to the next step until the current one is confirmed working • We must confirm progress daily ⸻ Final Requirements • Do NOT say the project is finished until: • Everything is tested • Everything works properly • System looks professional • After final approval: • Delete all data • No copies retained ⸻ Agreement Summary • Timeline: 5 days • Price: $350 USD (agreed by both parties) • Quality Standard: Professional, tested, working end-to-end