Tip #35 - Zoho CRMのカンバンビューを使用する

Tip #35 - Zoho CRMのカンバンビューを使用する



こんにちは。
今回はCRMのかんばんビューを紹介します。

CRMでは毎日多くのデータを扱いますよね。
各タブをクリックすると、パイプライン上で様々な段階にあるデータが何百と表示されます。特定のステータスやステージで絞り込まなくても、自動的にソートされた状態で表示された方がはるかに見やすくなりますよね。

Zoho CRMのかんばんビューは、特定のカテゴリ別にデータを表示でき、一目見ただけで現状を簡単に把握し、ボトルネック解消に役立ちます。 



そして、かんばんビューが便利なのはただ表示形式を変えるだけではありません。

見込み客／商談のデータをドラッグ&ドロップしてステージを変更
見込み客のステータスや商談ステージを更新する際に、いちいちデータの詳細画面を開く必要はありません。カテゴリをまたいでデータをドラッグ&ドロップするだけで、簡単に変更できます。

CRMに未登録の連絡先をワンクリックで見込み客または連絡先に追加
  • SalesInboxでかんばんビューを使用している場合、「CRMに未登録」のデータを「連絡先 & 見込み客」にドラッグ&ドロップするだけでかんたんにCRMにデータを追加できます。SalesInboxのその他のショートカットはこちら（英語）をご覧ください。

（※使用可能プランについては、Zoho CRMの機能比較ページをご覧ください）
本日の内容がお役に立てば嬉しいです。
質問やアイデアがあればお気軽にコメントください！





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