In this video, learn how to update related list items for a lead record, such as open activities not yet closed, closed activities, as well as invited events for tracking leads you have invited to a meeting of some kind.
- [Instructor] Once you have leads here in your Zoho CRM, … there are certain activities that will likely follow. … For example, you might want to set up meetings. … You may want to assign tasks to yourself, … things to do as you manage this lead. … Well, activities can be any of those things, … and when you create activities for a lead, … they show up in their own column, … like you see here, next to a couple of my leads. … Shows up with due dates, even, … if you've assigned them. … So let's talk about adding activities. … We'll do that for one of our leads … by selecting the name. … I'm going to go with Karen Leslie. … Takes us into that lead, … where we can start editing things, … including, check it out over here on the left. … Open Activities and Closed Activities. … Once you've completed your activities, … they'll be closed up, … but still on record so you can track them. … When we go to Open Activities you can see a plus sign here. … All this does is allows us to create new activities, …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Add and edit activities