Zoho CRM Lead Pipeline Setup

I need someone to jump into my Zoho CRM account and get the sales pipeline working for me. The priority is to create a clear set of deal stages—New Enquiry, Contacted, Quote Sent, and finally Won or Lost—so I can see exactly where every opportunity sits at a glance.

Most of my enquiries arrive through website forms and the occasional social-media message, so I’d like those leads to flow straight into the correct stage without manual effort. If you can map the form fields to Zoho, set up any simple workflow or assignment rules needed, and make sure the process feels seamless, that would be perfect.

Because I’m short on time, I’m looking for a quick, clean configuration rather than a deep-dive training session. A concise hand-off note or short Loom video explaining what you set up and where to tweak things later will be enough for me to stay self-sufficient.

Deliverables (all in Zoho CRM):
• Pipeline with the four stages above, visible on the Kanban view
• Automated lead capture from my existing web form and social-media inbox integration, routed to the first stage
• Basic workflow or rule that nudges me if a lead sits idle more than a set number of days
• Brief hand-off documentation or video walkthrough

If something in the flow needs tweaking beyond this scope, let me know and we can discuss next steps. I’m ready to grant access as soon as we agree.