In this video (6 minutes 20), you will learn how to focus on your day to day Sales activities within Zoho CRM
Sales are typically focused on their Pipeline and Tasks. The customisable Home Tab can be used to pull data from the key modules to highlight the important data.
Learn how to create and manage Activities and Tasks. Record notes against a Task, send an e-mail to a contact contained within a Task.
Create an Event, add reminders which may be pop ups or an e-mail reminder.
See how to update Potentials, close a Potential and keep Potential notes up to date.