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.
Zoho CRM Overview Familiarize yourself with some basic terminology that we will be using throughout the course. This lecture gives you an overview of the entire course that includes, Adding, Editing, and Tracking Leads. Converting a Lead. Email ...
In this lecture, you will learn how to manage users and profiles, which includes: Adding users to Zoho CRM. Associating profiles to users. Creating roles.
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 ...
This video is a sequel to the previous video that explains the overalls of Automation. Watch this lesson to understand how to implement automation in Zoho CRM for lead nurturing.