KG CRM Solutions

Zoho CRM Leads Management

leads management

Leads Module: In Zoho CRM all data of any organisation is added into leads module. Data may be of online mode, offline mode or from any third integrated party with zoho crm. In zoho CRM user can change view like tabular view or kanban view.

In leads module there are two ways to add data:

  • Manual way
  • Import data from other files.

In manual way user can change fields according to their needs with help of edit page layout. Users can add fields very easily by drag and drop feature.

In import data from other files way user can import data from excel or from any other software.