- Quickstart guide - Kiwi CRM
- Zoho CRM Quick Start Guide Tips Lead Management
- User Guide - Screen-Magic
- Customizing and Integrating - Marketo LaunchPoint
Quickstart guide - Kiwi CRM
This guide is to give you a quick run-down of the major lead types and flow of one type of lead to another.
Zoho CRM Quick Start Guide Tips Lead Management
This is where you can set your lead status, create notes on when you talked to them and details of the conversation, attach files and emails, and create tasks for follow-up or other activities.
User Guide - Screen-Magic
Zoho is broken up into 3 main categories for Lead Management: Leads, Potentials, Contacts/Accounts. These are leads that come in from your website, by phone, referral or other marketing that are not qualified.
Customizing and Integrating - Marketo LaunchPoint
This is also where you can reassn leads to other sales people or mark a lead as dead if it’s not going anywhere.
Zoho crm user manual:
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