Zoho crm user manual

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.

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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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