Hey there! If you’ve found yourself here, you’re probably looking to dive deep into how to turn those chilly leads into warm, cozy customers using Agile CRM. Well, grab a cup of coffee and settle in, because I’m going to walk you through some essential steps based on my own experience. You know, it’s not […]
Understanding Your Contacts and Leads What’s the Difference? When diving into the world of Zoho CRM, it’s crucial to grasp the difference between a contact and a lead. Simply put, leads are potential sales, while contacts are existing relationships. In my experience, I’ve found that keeping this distinction clear helps streamline your sales efforts. Contacts
Understanding Your Contacts Identifying Potential Leads When starting out in Zoho CRM, I always recommend getting to know your contacts like they’re more than just names on a list. This means analyzing their behavior and engagement. Check out their past interactions—like emails opened, downloads made, or any other engagement. This data is pure gold when