Zoho CRM Notes

/Zoho CRM Notes

Zoho Notes is one of the new features of Zoho CRM 2016 that enables you to jot down all those important sticky notes in your own business notes pane. With this feature, you can add notes on leads and contacts for your teammates’ or personal reference. These are useful for storing bits of information related to customers, which you may need later.

Zoho has introduced the new user interface 2016 with many new features. This series of videos will aim to demonstrate all the those new features so you get more used to the new user interface (UI) with ease.

Recently switched to New Zoho CRM? What is new in Zoho CRM?

Here is video on notes in Zoho CRM 2016. For more details see:

ZOHO CRM NOTES

The note is very helpful when you specifically want to associate some important information to your record. You can even tag other CRM members in your notes to let them know about the important details about the notes. Any meeting minute or outcomes of client interaction could be listed out in the notes.

https://www.zoho.com/crm/help/miscellaneous/manage-notes.html

Don’t have a CRM why not sign up for free:
https://oscillosoft.com.au/saas-apps/zoho-crm/

Oscillosoft is an Australian based company specialising in Zoho CRM consulting, implementations, development, integrations, training and support.

2018-09-27T08:24:39+00:00

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