7 MUST Have Zoho CRM Automations (You'll Wish You Knew About These Sooner!)

Here are 7 quick automation for Zoho CRM that will help improve your overall business process.

Here is the Deal Name Standardization code referred to in the video:
https://club.zenatta.com/c/code-share/ensuring-data-entry-standardization-via-client-scripting

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🎬 TIME STAMPS 🎬
0:00 Intro
0:15 #1 - Form Integration
7:13 #2 - Lead Assignment Rules
11:57 #3 - Lead Conversion Mapping
15:25 #4 - Lead Outreach Cadence
22:02 #5 - Deal Name Standardization
24:23 #6 - Proposal Automation
-Code Found Here- https://club.zenatta.com/forums/topic/basic-proposal-generation-using-deluge/
32:45 #7 - Pipeline Reporting Automation

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Видео 7 MUST Have Zoho CRM Automations (You'll Wish You Knew About These Sooner!) канала Zenatta Consulting