Zoho CRM

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Go Social
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A Walkthrough of Zoho CRM
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Modules in Zoho
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Email Templates
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What is a Blueprint in Zoho?
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Workflow Rules
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Assignment Rules
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Case Escalation Rules

• What is Case Escalation?
• Case Escalation feature

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Data Import/Export/Backup
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Webforms in Zoho
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Scoring Rules
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Approval Processes
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How do I keep my data secure without making any
changes?
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Telephony
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Social Activities
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Q A Session
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Thank You