Target Clients / Potential Clients
Hello,
I am a finance broker who specialises in sourcing finance for businesses.
What is the best way to log businesses on Zoho that I would like to target, but I am not actually engaged with? This would allow me to create a list of businesses to cold call, market to etc and assuming I got traction, I would then convert them in to a lead.
I use the leads module for logging businesses that have been referred or that are warm and expecting to speak to me, so would rather not use this module for targets.
Kind regards
Alex
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. ____________________________________________________________________________________________________________