Recipes by topic

Sales and pipeline

Recipes for the deals you are working and the customers behind them. 4 recipes.

• A weekly pipeline review from Zoho CRM

  Deals closing this week by stage and owner, plus the overdue ones, made again every Monday.

  Zoho CRM · Reports

• 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

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