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1. You can learn, how to create rules that can validate the data entered into the CRM. Per module up to 3 rules can be created. The fields that can have criteria based validation, can be linked with the outside database to minimise the possibility of errors.
2. You can learn, how to use the email directly from Zoho without going to email Application.
3. Learn how to define the text for terms and conditions while creating Invoices, Quotes, and Orders.
4. Learn how to define the tax type and its corresponding value in percentage, for example: SGST = 9 %; CGST = 9%.
5. Learn, how to define the criteria for the various stages in the sales process as these might be different for your organization. The stage and probability can also be determined based on the factors defined in forecast type and the category.
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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