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 ...
Advanced Gamification
Advanced Gamification, powered by Zoho Motivator , helps you boost your sales using game mechanics. This integration provides real time insights on your Zoho CRM Sales data and helps you improve sales performance by creating contests to ...
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 ...
Advanced CRM Analytics
The Advanced CRM Analytics, powered by Zoho Reports helps you to analyze CRM data and create insightful business intelligence reports & dashboards. With this integration, Sales & Marketing can slice and dice the data and make better data-driven ...
Zoho CRM - Working with Invoices
Chapter 17: Working with Invoices Once the sales stage reaches to final stage you may start working on payment procedure. In this regard Invoice plays a vital role, which is very important for both Sales and Accounting purposes. Invoice is a bill ...