Activities An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post ...
Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...
Converting a Lead Lead conversion in one of the most important activities that you would perform on a regular basis. This lecture on Lead Conversion will cover: Converting Leads into Contacts and Accounts. Adding and Tracking Deals.
Email Integration Watch this video where we will walk you through the benefits of integrating your email with Zoho CRM in detail. By integrating your email with Zoho CRM, you will be able to: Get the right sales context for your emails and more.
Reports & Dashboards Reports and Dashboards form an integral part of CRM, giving you real-time insights on your organization’s key metrics. Watch this lecture to learn: How to export reports. How to create custom reports and more.