Page 12 - Become-a-smarter-sales-rep-with-zoho-crm

How to become a smarter sales rep with Zoho CRM

Did you know?

Zoho CRM, knowing that a large part of your day consists of this
regular set of actions, will automatically prompt you with a suggestion
to run a macro.

Let’s say you have called a lead, sent that lead a followup email
and then created a task. Zia will suggest the same list of actions as
a macro the next time. All you need to do is run the macro if it suits
your need.

Automate your frequent actions using Macros

We’ve Listed the mass actions that you’ve frequently performed. Y ou can save them
as Macros to automate these actions. Learn More About Macros

5 times in a week
Sent Mail Demo Invite Mail
Field Update Lead Status - Contacted
Task Sales Call with Decision Maker, Meeting with Client Manager

Please specify a Macro Name

5 times in a week
Sent Mail Sales Followup
Field Update Region - APAC

Please specify a Macro Name Save Macro Discard

2 times in a week
Sent Mail Interop 2016 - Invitation
Task Sales follow up call, Webinar on new product

Please specify a Macro Name

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