Zoho- CRM

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New tips to be focus

Luz Angela Garcia Peñaloza‑k egina

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Zoho- CRM

Campaigns

Campaigns are marketing process which is planned, executed, distributed and analyzed.

Potentials

Potentials are the business deals with organizations or people that generate revenue for your organization.

COntacts

Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.

Accounts

Account are companies or department within in a company, with which you make business dealings.

Leads

Lead are the individuals or representatives of organizations who show interest in your products or services.

Reports

Reports are the information that the employees give to their top managements about their works.

Dashboards

Dashboards are the place where the employees demonstrate their works at.

Activities

Activities are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules

Cases

Cases are feedback received from the customers on various issues pertaining to the use of your products or services.

Solutions

Solutions are the resources within the organization that enables solving repetitive problems encountered by customers.