Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

先月からZoho CRMを試験的に導入して運用しています。

商談の管理（運用？）の仕方について教えてください。

商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、

現在動きのあるものを中心に確認したくなる気がします。

そのあたりについては、どのように運用が一般的なのでしょうか？

アドバイスいただけるととてもありがたいです。

よろしくお願いします。

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• 中村順一

• Kunio

  

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