If you are using Zoho CRM, you may have questions about how to manage contacts effectively. The contacts module is a key part of the CRM system, as it allows you to keep track of the people you are dealing with as you work on a deal or interact with an account. In this tutorial, we will give you a brief overview of what the contacts record is all about and how you can customize it to suit your business needs.
When you access the contacts module in Zoho CRM, you will see a list of all the contacts associated with your account. You can select a contact by their name and go into their details to see a variety of different fields. You can customize all of these fields as needed for your business. If you go into edit mode, you will see that the only required field is the last name, but it’s often a good idea to link the contact to an account name so that the account activity can be tracked more easily.
One of the useful features of the contacts module is the ability to send an email to a client or contact directly from within Zoho CRM. You can also choose actions that are related to a number of different contacts. For example, you can send them all one email together, create a task, add tags, or perform a number of other different functions. You can also filter out contacts based on specific criteria, so you only see the ones that are most relevant to your needs.
If you need additional help with managing contacts in Zoho CRM, there are a number of resources available to you. You can visit the Zoho website for detailed documentation and tutorials, or you can reach out to the Zoho support team for assistance. To get in touch with Zoho support, you can email [email protected]. They will be happy to help you with any questions you have related to the Zoho CRM system.