Efficient Management of Sales Transactions and Reporting Training

Efficient Management of Sales Transactions and Reporting Training

Time: [4:00 – 4:45 PM] 
Duration: 45 minutes 

Modules Covered: 

• Products: Adding and managing product details in Zoho CRM. 

• Quotes: Generating, sending, and tracking quotes. 

• Sales Order: Creating and managing sales orders. 

• Invoices: Generating and tracking invoices and payments. 

• Price Books: Setting up and managing price books for products. 

• Reports: Creating and customizing reports related to sales transactions. 

Objective: Enable the accounts team to efficiently manage sales transactions, generate accurate reports, and streamline invoicing and pricing processes using Zoho CRM.