Session 3: Customer Relationship Management – Part 1

We’re going to use ZOHO CRM for our lab exercises in this class.

Sign up for an account. Download the lab exercise file. Then do the following:

  • Session 3-1. Setting up Company Details (link)
  • Session 3-2. Importing Leads into CRM System (link)
  • Session 3-3. Importing Campaigns into CRM System (link)
  • Session 3-4. Associating Leads with Campaigns (link)
  • Session 3-5. Adding an Activity (Task, Event, Phone Call) (link)
  • Session 3-6. Converting Leads into Contacts/Accounts (link)
  • Session 3-7. Creating Potentials for Accounts/Contacts (link)
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