Activities
Sales Activities - An Overview
The Tasks, Calls and Meetings modules in Zoho CRM are useful in giving complete perspective of the respective sales activities that are performed for a prospect. Within the prospect's record one can find the follow-up calls, meetings, email ...
Working with Tasks
Availability Permission Required Access to Tasks include View, Create, Edit, and Delete permissions. Create Tasks A task is a piece of work that is usually time bound. In Zoho CRM, tasks are listed in the record's Home page, and in other related ...
Logging Calls
An essential part of a rep's daily activities is to make and receive calls. They need to track calls that are made to the customers, schedule calls according to the customer's availability, maintain details of the discussions in their database, and ...
Booking appointments for services
An appointment can be booked for a service from the Appointments module in Zoho CRM. With customer details, service information, and appointments in the same database, you can get a complete overview of an individual's preferences and booking ...
Working with Meetings
Availability Permission Access to Meetings that include View, Create, Edit, and Delete permissions. Create Meetings Meetings are activities for the interactions between a business and its customers at a specific place and time. Meetings can be held ...