#StepWhat it covers
1Sales process workshopstages, lead sources, territories, approval rules and the reports managers need.
2ConfigurationTyping…GImodules, fields, layouts, roles, pipelines, assignment rules and Blueprint stages.
3Channelsemail, WhatsApp Business, web forms and telephony.
4Migrationleads, contacts, accounts, deals and history from Salesforce, HubSpot, Pipedrive, Dynamics or spreadsheets. See migration to Zoho.Uploading… leads-export.csv 5IntegrationZoho Books, Desk, SalesIQ and your website.
6Training and supportend-user and admin training, live online or in person, then support from our local team.