Converting Leads to Deals in Zoho CRM

In this quick video we are converting Leads to Deals (or Potentials) in a Zoho CRM. We will enter a lead through a company website and allow it to automatically populate in the CRM, then we will manually convert the Lead to a Deal. This can also be done automatically using a Workflow, but in this video we will keep it simple so that you can easily understand and follow the process.


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Automation is key. Without simplicity, daily business tasks can be overwhelming, time-consuming and costly. At SuccessFULL Solutions, we handle technical tasks and make them….well, not-so-technical. From social media to CRMs, we can help grow your business and reduce your monthly expenses.

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About Keitha Freeman

I'm the founder of SuccessFULL Solutions which is a nationwide community of entrepreneurs and small business owners. I absolutely enjoy helping businesses flourish through services that promote business growth and expansion.

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