Page 13 - Become-a-smarter-sales-rep-with-zoho-crm

How to become a smarter sales rep with Zoho CRM

The CRM View for your activities

Your work day is typically loaded with events and activities. These activities could be anything,
from visiting a prospect, showing them a demo, creating a task to call a prospect or following up
with customers after they have visited your website.

How do you know which task you should take up first?

Available for tasks, calls, and events in the Activities module, the CRM View for Activities lets you

clearly prioritize your activities. The interface uses a kanban view, which lets you plan who you
should be following up with that day.

The CRM View is split into four categories:

• Customers, which lists all the tasks, calls and events associated to customers. (Deals Won and

Deals Closed)

• Open Deals, which lists all tasks, calls and events associated to deals in the pipeline.

DEALS CONTACTS & LEADS NOT IN CRM COLLEAGUES

David Miller Yesterday Jeremy Watson 10:40 Donna Baker 11:58 AM Robert Yonker, Me (2) Yesterday
Request for sample logo de.. $ 4000.00 Product tour! Regarding product features Re: Final Attempt

Adam Johnson Jul 12 Maria Thomas Yesterday Sandra Evans 10:20 AM Jennifer from Zylker Jul 11
Web design deal- confirmat... $ 3000.00 Demo request Tradeshow on 12/7/2016 Choose the right plan

Martin Taylor Jul 12 Steve Johnson Jul 6 Twitter 9:47 AM Elizabeth Leon.Me (2) Jun 13
Reg: Price plans $4000.00 Plans and benefits Follow James Carter on Twitter! Re: quick question

Valarie Thomas Jul 02 Sandra Evans Jul 4 Charles Jones 7:40 AM Manish Sharma Jun 6
Clarification in pricing $ 10,000.00 Latest upgrade? Interested in your product New contact?

George Faulkner Jun 31 Warren Hastings Jul 3 Nancy Parker Yesterday Rose Edward Jun 2
Demo request $ 4000.00 Re: Welcome onboard! Webinar registration Trying to connect

Patrick John Smith Jun 21 James Carter Jun 22 Deborah Smith Yesterday Elizabeth Leon.Me (2) Jun 30
Need business cards desig.. $ 4000.00 Clarification in the design process Loved your tradeshow Re: quick question

Sharon Glaze Jun 13 John Dykes Jun 22 Veena Trivedi Yesterday Manish Sharma Jun 30
Product Demo $ 4,500.00 Reminder: Portfolio Like to know more New contact?

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