Zoho Cheat Sheet

These double-sided reference cards are great for use in teaching your staff how to use Zoho CRM in their everyday life or as a simple guide to help you get acclimated to the program as well.

CRM Includes:

  • Working with Contacts,
  • Using the list views,
  • Creating custom search views,
  • Performing searches,
  • Using Potentials,
  • Creating Tasks and Events,
  • Recording emails, and
  • Modifying Personal Settings.

Zoho Cheat Sheet

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