Zonar Training
Zonar Training
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Course Content
Adding a lead status, Sources, Life stage.
In this video, you will learn how to effectively manage your leads by adding lead status, sources, and life stage information in your CRM system. Follow along as we walk you through the step-by-step process of customizing and configuring these fields to better track and organize your leads.
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How to add a lead status, Sources, Life stage?
02:23
Enable after sales call, enable hours to identify duplicate leads.
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How to enable after sales call, enable hours to identify duplicate leads?
00:00
Adding Leads.
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How to add Leads?
00:00
Importing Leads.
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How to import Lead ?
02:58
Filtering the lead and assigning the Leads.
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How to filter the lead and assign the Leads?
02:26
Edit, change or transfer a lead.
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How to edit, change or transfer a lead?
01:37
How to make a call and follow up by sales executive?
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How to make a call and follow up by sales executive? [Part 1]
03:29
How to make a call and follow up by sales executive? [Part 2]
00:00
How to make a call and follow up by sales executive? [part 3]
00:00
Adding document against each Lead.
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How to add document against each lead?
00:00
How to know the activity log of each lead and change the status?
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How to know the activity log of each lead and change the status?
00:00
CRM MODULE
About Lesson

In this video tutorial, you’ll learn how to make changes to a lead’s information and transfer ownership in your CRM system. Follow along as we walk you through the steps of editing and updating lead details, and transferring leads between team members to ensure efficient and effective lead management.

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