New to Zoho CRM
New to Zoho CRM
We are currently in the process of implementing the Zoho Plus CRM system within our workplace, and I am hoping fellow users may be able to assist to best utilise the system for our needs. We run Training Courses within our establishment whereby I need to create a report to pull all attendees information for the Course Trainer. Am I best to use a Module such as Products to house this data? Another arm of our business in Conferencing so we also require an area to input all information on businesses conferences/workshops etc. Once again, and I best to use a Module (Custom) specific to an Account or Business? We are hoping the CRM's capabilities will allow us to automate the contact between our clients for both Training and Room Hire and minimise administration for reports on class lists etc. Any assistance or guidance is greatly appreciated.