ZOHO APPS VIDEO TIPS AND TRAINING LIBRARY
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Let's walk through the general process of taking a record from a campaign to a deal. You'll learn what campaigns are and how to use them, how to follow a record from a lead to a deal and see how campaigns integrate, see a contacts overview, accounts overview, and look into winning and losing deals and measuring marketing effectiveness.
In this video our expert will guide you through how and when to create your quotes. Learn how to create a quote not just from the Quotes module, but also from Accounts, Deals, and Contracts, and how to create and use multiple templates for your quotes so you can personalize them for your prospective clients.