Month: January 2018
By Bob Ritter
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this … Continue reading “Logging Calls”
Read MoreBy Bob Ritter
Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization’s key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data. For example, you can glance at the products that are selling fast over a period of time, compare … Continue reading “Dashboard”
Read MoreBy Bob Ritter
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
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