Zoho CRM Functionality Explanation and how to implement

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CRM Points

[url removed, login to view] Coming from different sources [Websites , Blog , Manual upload]

[url removed, login to view] will store in Lead_Inquiry table

[url removed, login to view] we having two tables Leads and Leads_Inquiry[Relation Between Leads and Leads_Inquiry is one to one/many]

[url removed, login to view] Duplication process will run on leads [Leads qualification process ], if lead comes duplicate then it mark as refill and notification should be send to BD and Upper hierarchy

[url removed, login to view] Assignment

-Automatically leads assigned to front liner [Higher level manager can see all the details for the same , role wise ]

-If you want to transfer /Assign leads manually then also

-Leads automatically disposed after some days of assignment to the

employees and It should be assign to Leads pool

[url removed, login to view] start calling and Convert in to Contacts and accounts with Predefined Mandatory fields

[url removed, login to view] Receipts based on received payments

[url removed, login to view] Service Details with start date , end date with pending state of service

-once service will complete authorized person mark as complete

Zoho

ID dự án: #14106746

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