Introduction
Manage customer relationships online with Zoho CRM
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What you need to know
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1. Get Started with Zoho CRM
What is a CRM?
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What Zoho CRM has to offer
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Launch the free Zoho CRM
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Update your profile
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Get your browser ready for Zoho
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2. Work with Leads
Add new lead records
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View and filter leads
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Edit lead records
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Add notes to a lead
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Add an attachment to a lead
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Add and edit activities
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3. Work with Contacts and Accounts
Convert leads to accounts and contacts
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Duplicate a contact
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Create a contact from scratch
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Delete a record
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4. Work with Deals and Reports
Create a deal for a contact
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Search and locate records
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Run a report
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Manage reports
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