What is the Zoho CRM Report Scheduler?

By Zoho CRM No Comments

Wouldn’t it be so much easier if you could just send Zoho CRM send reports wihtout going in and pulling the reports people request from you?  You can do this with the Zoho CRM Report Scheduler!  Once you design a report, you can set it up to be sent to anyone – inside or outside of Zoho – on an ongoing basis. Read More

How Do I Use Zoho CRM Territory Management?

By Zoho CRM No Comments

What is Zoho CRM Territory Management and How Can It Benefit Me?

Territories work as a means to assign accounts, contacts, deals and users based on geographical parameters. Using Zoho CRM Territory Management is really helpful when you have several accounts over a large area and you want your users to be able to focus solely on those accounts, contact and deals. For example, if you have a Sales Manager who oversees the Mid-Atlantic region, with several Account Managers who oversee one or more of the states within that region. This will also help you in setting separate forecasts based on territory. Read More

Pipedrive: Important Fields

By Pipedrive CRM No Comments

In Pipedrive, fields can be specified as “important” or “required”.  Important fields are similar to required fields, except you’ll be able to save and exit a record without important fields filled out.  In the detail view, important fields will be separated into their own section at the top of the page, and you’ll be reminded to fill them out.

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