Does any other Zoho CRM user have any ideas on how best to approach a workflow to using Zoho CRM effectively in the case of making call after call after call?
Our sales people have daily sessions where they do marketing/sales calls one right after another. They are seeking information and our interest in appointments. They are calling on either new leads or recycled leads. They like to work from a master list and record activity at the contact level quickly and then move on to the next name on the list.
The current workflow in Zoho is too cumbersome. I have created a report that is perfect, but it requires the caller to click into the account and make notes. Also, there appears to be no way to record Calls for Contacts, only Accounts. This is a major problem for us.
Looking forward to what other might suggest. Thank you.