Friday, October 25, 2013

Three Ways To Add Activities in Zoho CRM

  Three ways to add activities?

(...Whatever works best for you)


There are three ways to add activities into Zoho CRM:

1) Activities Module - Add New Task, Event or Call


2) Activity Short Cut Icon- Accessible from any screen




3) Under Each Form (Account, Contact, Potential etc...) - also known as related items under each form.








Choose whichever method you desire and Zoho CRM will track and manage the rest.


Happy Selling.

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