No More Duplicate Leads, Accounts and Contacts Solution
As a Zoho Partner we have always struggled with duplicate leads. For our business, but mostly our customers the definition of an Account/Contact is someone who has done business with you, not someone who just obtains a quote. The need to convert Leads to create quotes, means you're maintaining prospects in multiple modules. Statistics are complicated as Leads are duplicated and often merged, but a Lead and Contact could send multiple Enquiries. We made the decision to change the process and build an 'Enquiry Management Process' in Zoho using Zoho Widgets and Custom Functions. I'd love to share this 3 minute video with you, as we offer these widgets to Zoho Users and Zoho Partners facing the same issues. For more information, please reach out via our website
https://sosconsulting.net.au
To watch the 3 min video, click on the link below.