Understanding Sugar CRM and Notes Management What is Sugar CRM? Hey there! So, let’s kick things off by chatting about Sugar CRM. This platform is a game-changer for managing customer relationships. Trust me; it’s like having a superpower when it comes to keeping track of your interactions and data. Imagine having a bird’s eye view […]
Understanding the Sheets View What is Sheets View? So, first things first, let’s talk about what Sheets View actually is in Zoho CRM. Picture it as a giant spreadsheet where all your customer data is organized. It makes tracking leads and managing your pipeline super straightforward. If you’re coming from software that doesn’t have this
Getting Started with Act! CRM Understanding Act! CRM Basics When I first dove into using Act! CRM, I remember feeling a bit overwhelmed by all its features. But trust me, once you get the hang of it, it becomes a powerhouse for managing customer relationships. Essentially, Act! CRM allows you to keep track of contacts,