Hello, thank you for the feedback, Rishabh. We will work on it. Meanwhile, hope this help document helps you get started. help.zoho.com/portal/en/kb/crm/customize-crm-account/pipelines/articles/multiple-sales-pipeline
Horrible. How about a step by step process or a "how to" of a simple sales process from lead to contact to account and deal. Stop teaching what a sales process is and start showing me how to do it
Hello Dave, In this video, the focus is on giving an idea of how the sales process can be implemented for those who are just getting started with Zoho CRM. Thank you for your valuable feedback. I have shared it with my team and we will definitely work on it. Meanwhile here are some of the help documents that you might find useful: - help.zoho.com/portal/en/kb/crm/use-cases/articles/create-system-defined-sales-process-for-a-step-by-step-lead-conversion - help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/opportunity-management/articles/how-to-customize-stage-and-probability-mapping-for-deals - help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/modify-special-fields#Map_Stage-Probability_values
Great explanation of how to use the crm to decide on a sales process.
THANK YOU SO MUCH! Very informative and top level view on how to design a proper sales enviroment for your business.
I want details Metrix from Lead Capturing to Customers for capturing sales team Activity
The video never showed how to create sales pipeline.
Hello, thank you for the feedback, Rishabh. We will work on it. Meanwhile, hope this help document helps you get started.
help.zoho.com/portal/en/kb/crm/customize-crm-account/pipelines/articles/multiple-sales-pipeline
Horrible. How about a step by step process or a "how to" of a simple sales process from lead to contact to account and deal. Stop teaching what a sales process is and start showing me how to do it
Hello Dave,
In this video, the focus is on giving an idea of how the sales process can be implemented for those who are just getting started with Zoho CRM. Thank you for your valuable feedback. I have shared it with my team and we will definitely work on it. Meanwhile here are some of the help documents that you might find useful:
- help.zoho.com/portal/en/kb/crm/use-cases/articles/create-system-defined-sales-process-for-a-step-by-step-lead-conversion
- help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/opportunity-management/articles/how-to-customize-stage-and-probability-mapping-for-deals
- help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/modify-special-fields#Map_Stage-Probability_values