Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
We’ve done some research into modern ways to track ongoing subscription payments for software and three choices to reseaerch further are: Cardlife (apply for a business mastercard that links to the app). Pricing starts at $49 per month Bobby 2 (download iOS app for free and pay for in-app upgrades) Truebill (an app that connects …
Question: We are looking for some guidance in the best way to digitize some complex test certificates. Some of the certificates may need to be partially completed and then finalized at a later date. We currently use google drive for cloud storage and we have built a google site that’s used as an internal web …
Question Details We are a small business and we currently use google sheets to monitor expiry dates for our customers. This is quite time consuming, however all our information is contained in google sheets and backed up daily. We use google sheets because of the real time function. We were thinking of upgrading our process …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
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