How can I segregate leads based on the stages they are in?
You can create Custom List Views to segregate leads based on the lead status field.
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How do I segregate leads using the Kanban view and how can I customize the view?
Kanban view segregates records based on a picklist value. For example, if you get leads from different sources and have added Lead Source as a picklist field in the module, you can select this field so that the leads are categorized based on their ...
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
Customize a health insurance proposal form and track its stages
Edition: Enterprise | Industry: Insurance | Feature: Module Customization Scenario Emma Wilkins is a Senior Sales Manager at a health insurance company. They offer custom-made insurance plans based on different coverage levels that cater to ...
Creating Leads
In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...