Here is what I need. Can you Help me?
Hello;
I need the follow to open new client.
1.In the WEB my prospect fill a form and send to me
2.We send him a mail saying we will get in touch
3.We call him to answer the questions
4.If he is still intersted, I send a email and wait him to send me information/docs.
5.After that he is a client.
What shoud I do? WEB CASE or WEB LEAD ?
And how to set up the information flow ???
How can I do it in ZOHO CRM ?