Recipes by topic

Contacts and CRM

Recipes for the people and companies you deal with. 4 recipes.

• Clean up duplicates in Zoho CRM

  Likely duplicate leads and contacts, with the reason for each, as a worklist to merge.

  Zoho CRM · Spreadsheets

• Log a meeting in Zoho CRM

  Rough notes in, a clean CRM note, follow-up tasks and a deal update out, each approved.

  Zoho CRM · Mail

• Prepare for a sales call with Zoho CRM

  The CRM record, recent emails and unpaid invoices in one brief before the call.

  Zoho CRM · Zoho Books · Zoho Mail · Mail · Documents

• Tidy a contact list and import it into Zoho CRM

  Split names, tidy phone numbers and find duplicates in a spreadsheet, then export a CSV file for Zoho CRM’s import.

  Zoho CRM · Spreadsheets · Microsoft Excel

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