Hello All!
We are looking at switching back to ZOHO from Marketsharp and starting our CRM build fresh. One item we like in Marketsharp (CRM) is when we have a homeowner come across as a lead multiple times, it keeps the data under one record. For example:
John Smith
HomeAdvisor
10/1/18
same record:
Web Lead
12/2/19
Is this possible to do in ZOHO CRM? How would we do it?
Thank you,