Articles

How To Enable User To Territory Management On Zoho Crm

Understanding Territory Management Basics What is Territory Management? Alright folks, let’s start from the ground up. Territory Management in Zoho CRM is essentially a way to categorize your customers based on specific geographical or strategic parameters. This means you can create different territories to streamline your sales operations. This feature is particularly useful for organizations […]

Articles

How To Allow User To Add Customer Journey Sugar Crm

Understanding Customer Journeys What is a Customer Journey? Let’s kick things off by diving into what a customer journey actually is. In essence, it’s the complete experience that a customer goes through while interacting with your brand. Imagine it like a roadmap, showing all the touchpoints from the moment they first hear about you to

Scroll to Top