Setting up your account
- Accessing Zoho CRM
- Customizing your personal information
Sales Process Automation
Leads, contacts, accounts, deals, and campaigns
Inventory Management
- Products, quotes, invoices, and sales orders
- Purchase orders, price books, and vendors
Follow-up and Collaboration
- Tasks
- Meetings
- Calls
- Calendar booking
Mass Actions
- Macros
- Working with tags
- Mass emails
- Mass conversion
- Transferring ownership
- Deleting records
- Updating fields
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