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How To Categorize In Zoho Crm Leads

Understanding Your Leads What Are Leads? So, let’s get the ball rolling with what exactly leads are. In the world of CRM, leads are essentially potential customers who have shown interest in your product or service. They could be anyone from someone filling out a contact form on your website to someone who walked into […]

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How To Add Fields In Zoho Crm Leads

Understanding Your Needs for Custom Fields Identifying Valuable Data When I first started using Zoho CRM, it became pretty clear that I needed to customize my fields to actually track what mattered most to my business. It’s easy to get lost in the default fields, but figuring out which specific data points are valuable to

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