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  6. Can I store the conversations of meetings in different category ? and track progress of a lead ?
Aman S.
AS
Full Stack PHP Developer - IT Consultant (Tech Stack & AWS) | Develop and design product/tech stack & devops.
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Can I store the conversations of meetings in different category ? and track progress of a lead ?

I have mentioned the problem I faced with Zoho CRM in the review and my question is related to the same problem. I would like if I could manage the leads with conversations and categories. I would also like automatic follow up emails and notifications on the response.
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EG
HR
0
Yes! You can add comments trough notes during every step, depending on the customization process that you configure. And you can add multiple categories, for example: "comments", "messages", "meeting", "notes", etc. Zoho CRM has automations, email templates, workflow rules and many more. I suggest you to visit the Zoho Partners website (https://www.zoho.com/partners/find-partner.html) where you can find partners around the world with different years and level of experience. Have a great day!
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Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu
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