Zoho CRM Onboarding Questionnaire

Zoho CRM Onboarding

Business Information

Please provide some basic business information

Please invite Click Through Digital as an admin to your new system using the following email address [email protected]

Background Information

Background and general questions on Zoho CRM implementation. Please complete as many as you can, some may not be relevant and some you may have already answered in our initial conversations.

Deeper Understanding: Fields

Question related to fields and field sets.

Deeper Understanding: Lead and Deal Stages

Questions related to the implementation of Leads and Deals

Deeper Understanding: Automation Workflows

Questions related to automated workflows, such as email flows and third-party connectivity

Other Relevant Information

Is there anything else you think we need to know to help the implementation process of your new Zoho CRM system.