An important aspect in Recruit is to keep track of all the tasks, meetings, calls, events, or activity records.You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre recruitment and post ...
An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales ...
You can carry out various activities using reports, like sharing reports with other users, sharing reports on social media, sending followup campaigns, printing campaign reports or previews, and downloading reports as PDF or HTML. Share reports You ...
In case you are not sure which records have been duplicated, you can let CRM run a check on modules using the De-duplicate tool. CRM will automatically find and merge exact matches. In case of conflicts in field values, you must manually resolve the ...
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...