Tip #1: Use Lead Scores to Prioritize your Lead Follow-up
Hello everyone!
We, at Zoho Community, are happy to launch ‘Tips and Tricks’, a weekly activity that focuses on use cases gathered from some of you. We’ll also ferret out the lesser known or hidden functionalities that will help you set up an efficient CRM. We urge you not only to try them and let us know if it helped, but also to tell us what else you’d want addressed in this section.Tip #1: Use Lead Scores to prioritize your Lead follow-up
Let's face it. When you are into sales, there is never enough time for you to follow-up with all the new leads, close all the open tasks and tickets and at the same time find new prospects. Managing your time effectively with such various activities is pertinent. So here's a cool tip on using Zoho CRM to help you save time and work on leads that matter to you.
Scoring rules can come to your rescue. Let's see how!
- First, you need to set clear scoring rules for leads based on fields. For example, leads from the health care industry or leads with an annual revenue of over $10,000 could be your prime prospects. You can prioritize these leads by scoring them higher based on the corresponding fields. You can also set scoring rules based on Email insights, Social and other touch points. Visit our help guide on Scoring Rules to know more.
- Next, go to your Leads tab and edit Today's Leads view to include Score column in the list view. Click on the column title "Score" to organize leads in such a way that you can follow-up on leads with higher scores first and work your way down. This way, you can give your best focus and time for the leads that matter to you and that have higher chances of conversion.
- It makes things even easier if you add this component in your User's Home page. You will be able to view the list of Today's Leads with Score column right there.
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aishwarya EK
Sticky Posts
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meetTip #35 - On using Kanban View in Zoho CRM
Hi folks, It's that time of the week again, and I am back with a quick tip about using Kanban View in Zoho CRM. If you think you missed any of our previous weeks' tips, you can read them here. Tip #35 - On using Kanban View in Zoho CRM You deal with so many records in CRM every single day! When you click open each module in Zoho CRM, you have hundreds of records, each in various stages of your sales pipeline. Wouldn't it be cool if you had them all sorted automatically without having to filterZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunityZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community, and Happy new year to all of you! We're thrilled to let you know that our ZUG Meetups for 2024 have almost begun, and we can't wait for you to be a part of them. We have some interesting topics in store for thisCloning Email Templates across modules in Zoho CRM.
The option of cloning email templates across modules has been a long standing feature request from the Community. Thank you all for being so patient with us. We are happy to inform you all that this enhancement has been rolled out. Just in case you haven't noticed it already, cloning email templates is possible now! Cloning is useful because it cuts down the hassle of having to create the same email templates again for different modules. Here are the steps: Navigate to Settings---> Customization--->Templates
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー