Clean e-commerce CRM with leads & sales

Clean e-commerce CRM with leads & sales

Hi All,


Trying to obtain the following:

Leads are entering the system from various sources (SalesIQ, Website forms, Emails etc) and sales orders are entering the system directly from our e-commerce store, which is running Woocommerce. 

My goal is to keep contacts only for those who have purchased something. My second goal is to keep track of the data of the movements that customers made before doing a purchase. 

How can I add all the data I gathered from known leads and unknown website visitors to sales that came in from the webshop?

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      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________