Leads Workflow

Zoho CRM has some amazing tools that can enable your team to work much more efficiently and will fewer errors, but it only works if you know how to set everything up properly. A lot of this should be familiar for you, having taken our CRM courses, but I’m sure there are still a couple of tricks we haven’t shared, yet.

If you haven’t completed our course on building blueprints, I advise giving it a quick run-through, here: https://theworkflowacademy.com/courses/design-your-first-sales-blueprint/