Lead Conversion Mapping in Zoho CRM скачать в хорошем качестве

Lead Conversion Mapping in Zoho CRM

Do you have information that mysteriously disappears when you convert your leads into accounts, contacts, and deals? Zach Spader with Cornerstone Solutions shows you how to use the Lead Conversion Mapping feature in Zoho CRM. 00:00 Introduction 00:23 Begin Demo 06:12 Incompatible Field Types 07:45 Mapping Currency Fields 09:25 Creating Alternate Layouts 13:36 Conclusion By mapping fields in Zoho, organizations can maintain consistency in data management and streamline their sales pipeline. Lead conversion mapping enables sales teams to capture pertinent lead information and leverage it effectively during the opportunity stage, facilitating more targeted and personalized interactions with prospects. Sign up for more tips: http://www.zcrmhelp.com/zohotips/ or call for help: 713-661-5200 If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM You can get our Zoho ONE QuickStudy Guide from Amazon - https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format - https://amzn.to/2PK44U8 or in Kindle format - https://amzn.to/2BWHZyY Lead Conversion Mapping in Zoho CRM ONERocks