ZOHO CHEAT SHEETS

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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.

Zoho CRM Quick Reference CardCRM 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.