Zoho System – Issue & Requirement List 1. Department Boards Setup (Zoho CRM) • Create separate boards/views for each department to manage their tasks and records. • Ensure each department can track their own leads, deals, and activities. • Implement clear workflow stages for different departments. ________________________________________ 2. Permission & Access Control Issues • Review and configure user roles and permissions. • Restrict access so employees can only view/edit relevant modules and records. Define permissions for: • Admin • Sales Team • Finance Team • Operations • Management ________________________________________ 3. Lead Module Issues • Review the Lead module structure and fields. • Fix issues with lead assignment and tracking. • Improve lead status stages and follow-up tracking. • Automate lead conversion process to Deals / Contacts. ________________________________________ 4. Deals Module Issues • Configure the Deals pipeline properly. • Ensure deal stages reflect the actual sales process. • Fix issues related to deal updates, ownership, and progress tracking. ________________________________________ 5. Partial Payment Tracking • Implement a system to track partial payments within deals. Record: • Total deal value • Amount received • Remaining balance • Link payment records with deals or invoices. ________________________________________ 6. Custom Fields Addition • Identify missing custom fields required by departments. Add fields for: • Deal category • Ensure fields are properly visible to the right teams. ________________________________________ 7. Reports Creation Build custom reports for: • Lead conversion • Sales performance • Payment tracking • Department activity Ensure reports are automatically updated. ________________________________________ 8. Expense Reporting & Real-Time Monitoring • Implement expense tracking within CRM or integrated system. • Provide real-time monitoring of expenses. • Generate expense reports by department or project. ________________________________________ 9. Reports & Dashboards Create central dashboards for management. Key dashboard metrics: • Total leads • Deal pipeline value • Conversion rates • Payment status • Department performance Provide visual charts for quick monitoring. ________________________________________ HR System Configuration 10. HR Management Setup (Zoho People) Configure Zoho People for employee management. Tasks: • Employee database setup • Department and designation structure • Attendance and leave management • Employee onboarding workflow • Document management for employees • Employee access permissions Reports Required: • Employee attendance reports • Leave balance reports • Department employee reports • Monthly HR activity reports ________________________________________ 11. Payroll Configuration (Zoho Payroll) Configure Zoho Payroll for payroll processing. Tasks: • Employee salary structure setup • Allowances and deductions configuration • Payroll cycle setup • Overtime and leave adjustments • Payslip generation Reports Required: • Monthly payroll reports • Salary summary reports • Employee payslip reports • Payroll expense reports