You can keep all business related activities organized with the help of the Tasks, Events, and Call logs in Zoho CRM. Setting reminders, recurring tasks & events, and sharing them with others is easy with this functionality.
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Zoho CRM
From the CRM View you can have a quick glance at the tasks/events/calls and the related lead/contact/potential. It gives you a clear picture of all the necessary details that you need to know before you start the task/event/call and also to complete them.
Zoho CRM
Zoho CRM
view details of the record and refer additional information such as notes, history of the record, attachments, upcoming actions, email conversations, etc.
Proudly serving customers for over 25 years
First Direct Corporation
Bob Ritter, President
(845) 221-3800 / (800) 935-4386
Task refers to a specific piece of work required to be done within a given time frame. In Zoho CRM, you can create recurring tasks and set reminders to your tasks.
Zoho CRM
From the CRM View you can have a quick glance at the tasks/events/calls and the related lead/contact/potential. It gives you a clear picture of all the necessary details that you need to know before you start the task/event/call and also to complete them.
Zoho CRM
Zoho CRM
view details of the record and refer additional information such as notes, history of the record, attachments, upcoming actions, email conversations, etc.
Proudly serving customers for over 25 years
First Direct Corporation
Bob Ritter, President
(845) 221-3800 / (800) 935-4386
Event refers to an activity that happens at a given place and time. In Zoho CRM, you can create recurring events, set reminders, and add invitees to the event.
Zoho CRM
view details of the record and refer additional information such as notes, history of the record, attachments, upcoming actions, email conversations, etc.
Zoho CRM
kanban-view
The tasks/events/calls will be listed in CRM view under the four categories. The records will be organized based on the time it was created, i.e the latest ones will be the first in the list.
Proudly serving customers for over 25 years
First Direct Corporation
Bob Ritter, President
(845) 221-3800 / (800) 935-4386