Working with advanced filters
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Working with advanced filters
Availability Available in : All editions of Zoho CRM The advanced filter is a powerful search tool that enables you to extract valuable sales information in no time - information, which could otherwise take you much longer to find out. With a ...
Zoho CRM - Working with Reports
Chapter 19: Working with Reports In the Zoho CRM system standard reports are provided in various modules, which can be either used directly or customized further according to your organization requirements. You can perform the following operations in ...
Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...
Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...