ADVANCED FILTERS IN ZOHO CRM
Learn how to use advanced filters in Zoho CRM that can extract valuable sales information in less time. Working with advanced filters Using advanced filters, you can extract valuable sales information in less time. Information that takes a much longer time to find can be easily identified with these advanced filters. With advanced filters, you […]
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MULTIPLE SCORING RULES & APPROVAL PROCESS IN ZOHO CRM
Learn how to configure multiple scoring rules in Zoho CRM – they help qualify prospects based on parameters What are scoring rules? Based on various parameters such as behaviour, demography, or other vital details of their persona, can help you qualify prospects by using the scoring rule. If the score is high, the prospect’s chances […]
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CUSTOMIZING HOME TAB IN ZOHO CRM
Learn how to organise work to get a quick view with customized home tab in Zoho CRM The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. Besides indicating the progress of your CRM activities, the Home tab also serves as a great place to organize your […]
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WAYS TO VIEW RECORD IN ZOHO CRM
Learn about the different record views and how they can be customized in Zoho CRM. In Zoho CRM, you can choose to view the records in three different ways: List view, Kanban view, and Canvas view. For more information on Zoho CRM, you can visit us. List views in Zoho CRM List Views are beneficial […]
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IMPORTING AND EXPORTING DATA IN ZOHO CRM
Data can be gathered through different sources such as collecting from trade shows and campaigns, record database, etc. Importing data from external sources into the Zoho CRM is the most crucial lead creation activity in any business. Hence it has to be easy to maintain it. One can import data using either of the two […]
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WORKFLOW RULE IN ZOHO CRM
A set of actions (email notifications, tasks and field updates) executed when a particular condition is met is called a workflow rule. These rules automate sending email notifications, assigning tasks and updating specific fields of a record when a rule is triggered. For more information on Zoho CRM, you can visit us. The following features […]
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