ZOHO CRM Functionality

ZOHO

• Overview – Contacts, Policies, Families, Email, Reports, Campaigns, SMS, etc

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• Zoho Day 1 – Leads &Contacts Databases

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• Zoho Day 2 – Policies Database

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• Zoho Day 3 – Email

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• Zoho Day 4 – SMS

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• Zoho Day 5 – Reports

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NEXT PAGE – Insurance Companies Back Offices / eApps

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