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Creating Tasks in Zoho CRM

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Creating Tasks in Zoho CRM

Looking to stay on top of your follow-ups? There’s a few different ways to create tasks for yourself in Zoho CRM, including: From a record (like a lead or deal) Directly in the Activities module Using the Quick Add option from the top bar In this short video, we go over all 3 methods so you can pick the one that works best for you. Haven’t ...

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Zoho CRM Tutorial for Beginners | Get Started with Zoho FREE ALL-IN-ONE CRM Software

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