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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 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.
Question related to fields and field sets.
1. What are the standard fields you require for each module (e.g., Leads, Contacts, Accounts, Deals)?
Questions related to the implementation of Leads and Deals
Questions related to automated workflows, such as email flows and third-party connectivity
Is there anything else you think we need to know to help the implementation process of your new Zoho CRM system.