Zoho CRM – Training for Sales Reps (Day Two)


Sales metrics
  • Default reports
  • Managing reports and dashboards
Engaging with customers
  • Email integration (using IMAP or POP)
  • Bcc dropbox
  • Signals
  • Different types of views
  • Advanced filters
  • Templates (Email and mail merge templates)
  • Home page customization
Data administration
  • Import (module-specific import)
  • Import history
  • Recycle bin
  • Audit logs
Extensions and integrations
  • Google (Calendar, Contacts, and Chrome extension)
  • Microsoft
Zia in CRM
  • Suggestion by zia – Best time to contact
  • Data enrichment by zia
  • Ask zia


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