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CRM Setup

4 articles in this topic

Pipedrive to Zoho CRM Migration: Step-by-Step Guide to Switching CRMs

Pipedrive to Zoho CRM Migration: Step-by-Step Guide to Switching CRMs

Step-by-step guide to migrating from Pipedrive to Zoho CRM. Covers data export, field mapping, import process, and post-migration setup.

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How to Migrate from Excel to Zoho CRM

How to Migrate from Excel to Zoho CRM

Step-by-step guide to migrating from Excel spreadsheets to Zoho CRM for Indian sales teams. Covers data cleanup, field mapping, import,…

How to Build a Sales Pipeline in Zoho CRM

How to Build a Sales Pipeline in Zoho CRM

Step-by-step guide to building a Zoho CRM sales pipeline for Indian SMBs. Set up stages, probabilities, automation, and weekly reporting.

How to Set Up Zoho CRM for B2B Sales in India

How to Set Up Zoho CRM for B2B Sales in India

Configure Zoho CRM for Indian B2B sales: accounts-contacts-deals hierarchy, multi-stakeholder deals, custom stages, approval workflows, and relationship tracking.