Zoho CRM – Training for Sales Managers (Day Three)

  • Workflow operations
  • Actions that help in automation
  • Lead scoring
  • Assignment rules
  • Case escalation rules
  • Google (Calendar, Contacts, and Chrome extension
  • Microsoft
Overview of Process Management
  • Blueprint
  • Review processes
  • Approval processes
Data Administration
  • Import (module-specific import)
  • Import history
  • Export
  • Recycle bin
  • Working with Sandbox
Zia in CRM
  • Suggestion by zia – Best time to contact
  • Data enrichment by zia
  • System Recommendations
  • Ask zia
Mobile app
  • Zoho CRM Mobile
  • Zoho CRM Analytics


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