Zoho Sales IQ Integration
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Is multiple sales pipeline same as a sales funnel?
The terms sales pipeline and sales funnel are often used interchangeably due to their similarities. However, there is a difference between the two: A sales funnel gives a visual representation of the sales pipeline and displays the number of leads ...
When should I use multiple sales pipelines?
If the way your business works means that the sales process differs based on the product, service, or client, then you need to use multiple pipelines to monitor your sales processes. For example, consider the sales process in a real estate business ...
Is it possible to book appointments in Zoho CRM using Zoho Bookings?
Yes, you can . You need Zoho Bookings , which can be integrated to your CRM account from the marketplace. Let's see how Zoho Bookings can be used in order to book appointments. A use Case : There is a tour and travels company called Go India ...
Can I restrict my sales reps' to tweet from the Zoho CRM org account ?
Yes, as an administrator you can grant or revoke permission of other users based on the type of activities you want them to perform. In CRM, there are three types of permissions that are available for a profile, based on which a user can perform ...
How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...