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How to Use Zoho CRM in 7 Easy Steps
- 1. Create Your Zoho CRM Account To learn Zoho CRM features, start by creating a Zoho CRM account. ...
- 2. Customize the CRM System ...
- 3. Integrate External Applications ...
- 4. Import & Add Data ...
- 5. Configure Automated Workflows ...
- 6. Invite Your Users ...
- 7. Learn Zoho CRM Feature Usage ...
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