In CRM, all your data is grouped into different modules. When you have a huge list of customer or deal information, it can be hard to find the specific record you are looking for. Zoho CRM gives you list views that let you group data with similar characteristics together. You can select a bunch of records to email, create a task, add tags, and more. Reports and dashboards are available to help you gather valuable insights and stay on top of all your day-to-day activities.
In this video, we will show you how to group your CRM data and effectively use reports and dashboards. You will also learn about the different bulk actions that you can perform on the data in your CRM account. Watch all the videos from the playlist here: https://www.youtube.com/playlist?list=PLQj-MBAtOQmltK0WAhfWE7JlkksOVO6fe
