#zohopartner #Erphub #projectmanagement
In today's video, we go over how to streamline lead management on Zoho CRM.
Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities.
In a typical sales process, leads from multiple channels enter your lead management system, and the sales-ready leads are converted into deals.
You must have a lead management platform in place if you want to make the most of prospects who are interested in your product or service.
0:00 Introduction
0:38 Customization
01:03 Modules & Fields
02:34 Pipelines
03:27 Templates
04:21 Integrating Zoho Applications
04:59 Import & Add Data
05:46 Automated Workflows
07:37 Invite users
08:51 CRM Features
09:45 Conclusion
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