Sync Notes and Activity to CRM
Hello All,
We have shifted to using CRM for managing our clients, business development, and general overall daily business, while using Recruit to work the candidates and open jobs we are working.
We've noticed a real pain point of not being able to see the client notes that are entered in Recruit in CRM. It's great that there is an option to see the notes in Recruit, but with all business development reps working from CRM, we now need to open 2 different systems to see the notes on a client or contact to get up to date prior to reaching out.
Is there a way to sync the notes into CRM? I've looked all through the message boards and have not found a way to make this happen.
Topic Participants
Kory Freshwater
Dhanasekaran G
Don Valdehueza
Dhanush Kumar V
Sticky Posts
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. ____________________________________________________________________________________________________________