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Assigning Territories
How Can I... Check How Territories are Assigned Territory Assignment for Accounts Territory Assignment for Contacts Territory Assignment for Deals Run Rules to Assign Records Automatically [Related Topics] How are Territories Assigned? Automatically ...
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
Activating Google Contacts & Calendar from Zoho CRM
This feature is for the Google Users. Google Apps users can refer to Zoho CRM for Google Apps Activate Google Contacts and Calendar Integration To activate Google Contacts and Calendar from Zoho CRM Log in to Zoho CRM. Open Settings > Setup > ...
Working with Tasks & Events
Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc., or status bound tasks, such as send status report to manager, send email to customer, ...
Using CRM View for Activities
For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...