Log in to your account
- Accessing Zoho CRM
- Customizing your personal information
Sales process automation
Leads, contacts, accounts, deals, and campaigns
Inventory management
- Products
- Quotes and invoices
- Sales orders and purchase orders
Follow-up and collaboration
- Tasks
- Meetings
- Calls
- Calendar booking
Mass actions
- Mass emails
- Macros
- Working with tags
- Mass convertion
- Transferring ownership
- Updating fields
Sales collaboration
Collaborating with colleagues using feeds
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