Question: I run a small field service business, and managing client details, tracking communication, and keeping everyone on the team in sync is becoming challenging as we grow. I’ve tried using spreadsheets, but things get missed, and it’s hard to stay organized. I’ve heard about CRM systems, but I’m not sure which one would fit …
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 …