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.

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Aishwarya EK

Sticky Posts
Join us at the Canada ZUG Meetup: Let's build tailored, user-friendly business processes with Zoho CRM
Hello Zoho Community! We’re excited to announce our upcoming Zoho User Group (ZUG) Meetup in Canada, an event crafted specifically to empower CRM administrators and business leaders. As always, our pivotal goal with each ZUG gathering (meetup) is to help
Zoho CRM Community Digest - September 2024
Hello Everyone, Welcome to the September 2024 edition of the Zoho CRM Community Digest! This month, Zoho CRM has rolled out several exciting new features and enhancements to help you optimize your tasks and enhance productivity. Let's dive in! Product
Q4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and
Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging