ZOHO CRM Functionality

ZOHO

• Zoho Day 1 – Overview & Contacts Databases

 

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• Zoho Day 2 – Policies Database

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• Zoho Day 3 – Reports

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• ZOHO – EXTRA – GETTING ORGANIZED FOR AEP

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• Zoho Day 4 – Documents

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• Zoho Day 5 – Email, SalesInbox, Mail Merge, Labels

• SMS Text Messaging, Campaigns

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NEXT PAGE – Insurance Companies Back Offices / eApps

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