Empezando Aquí, se le presentará una serie de funciones y conceptos útiles que lo ayudarán a comenzar a trabajar con su cuenta CRM. Le proporcionará la información necesaria para completar las tareas esenciales necesarias para comenzar y aprovechar ...
Adding a Lead to your CRM This video covers the basics of adding and editing a lead in Zoho CRM. Watch this lecture to learn more about: Bringing Leads into your system. Editing Lead Information. Using Different Views.
Activities and Home tab personalization Activities come very handy during your sales follow-up process. An activity in Zoho CRM is any event, task, or call. Watch this lecture to learn: How to use the Activities section. How to create different views ...
Managing Accounts In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An ...
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...