CRM (Customer Relation Manager)
CRM Info
Yes, in the CRM (Client Relationship Manager), you can enter someone you could potentially get business from as a lead. If that lead becomes a client, simp...
Tue, 12 Mar, 2019 at 8:01 AM
That setting can be found on any user's profile under "Color Code"
Mon, 3 Jun, 2019 at 1:55 PM
What if a lead becomes stale or is no longer hot? Should I delete a lead? In a lead scenario, most CRM's including ours, you would not want to del...
Thu, 27 Jun, 2019 at 11:16 AM
https://meeting.zoho.com/meeting/public/videoprv?recordingId=52b1c7ddffa3e8d9db0031ba33525bd6fd10465ac4c623f80deadfa824a73f42
Tue, 22 Nov, 2022 at 1:13 PM