In this video, learn how to add one or more notes to a lead to help with remembering things like conversations, where and when they took place, and how to add a title to your note.
- [Instructor] If you're like me and you like to keep notes … to help you remember things, … there's good news here in Zoho. … You can add notes to your leads … to help you remember things like conversations, … where and when they took place, for example. … That's what we're going to explore in this movie. … To access the Notes field, … we don't edit the entire record. … Instead, we start by viewing the details of a record … by simply clicking the name of our lead. … I'm going to choose Elaine Corey here. … Now I can go into those individual fields … like we talked about and edit, … but I can also scroll down to a Notes field. … Notice also I can jump to it here in this related list. … Clicking Notes will scroll me all the way down … to the Notes field where all I have to do is … click to add a note. … A note can be something I type. … It could also be something I attach or even a link. … Let's click inside Add a Note. … Here you can see the flashing cursor, … waiting for you type, … but there are links to attach files …
- 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
Business-to-Business Saleswith Robbie Kellman Baxter1h 5m Intermediate
What you need to know1m 10s
1. Get Started with Zoho CRM
2. Work with Leads
3. Work with Contacts and Accounts
4. Work with Deals and Reports
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