Managing last contact date for our customers
Hi guys,
I have account managers onboard and they're supposed to have regular meetings with our customers due to their tiers and invoice amounts.
We have more than 200 customers globally and include 10-15 accounts managers so each account manager is responsible for approximately 13 accounts.
I would like to see when we contact our customer lastly so I can create remainders to my accounts managers for accounts we forget having a meeting.
We're currently using GSuite and I would like to manage it as automated as possible.
How can I do that?
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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. ____________________________________________________________________________________________________________