Скачать или смотреть How to get started with Tasks in Zoho CRM

In this video, learn how to create, manage, and link Tasks in Zoho CRM to streamline your daily sales activities. Tasks help ensure important follow-ups are tracked, contacts are engaged on time, and your pipeline keeps moving forward.

What You'll Learn in This Video:

Creating a Task in Zoho CRM:
Navigate to crm.zoho.com and access the Tasks module.
Use the Create Task button to initiate a new task entry.
Fill in task details: subject (e.g., Email Send Out), due date, priority, and link it to a contact (e.g., Martindale).

Associating Tasks with CRM Records:
Understand how tasks link automatically to related records like contacts and accounts.
View task associations on the right-hand panel of both the task and contact record.
Completing and Following Up:
Mark tasks as completed once the action is done.
Add a follow-up task (e.g., repeating an email task for the following month).
Track task history via Open Activities and Closed Activities on the contact record.

✅ Key Business Benefits:

Improved Productivity: Stay on top of follow-ups and key to-dos with structured task management.
Centralised Recordkeeping: Easily view task progress within contact or deal timelines.
Automation Ready: Prepare for advanced automation later with a solid foundation in manual task creation.
Stronger Customer Engagement: Never miss a commitment — follow-up tasks keep communication flowing.

🔍 Key Video Highlights:

Accessing the Tasks module and creating a task for an outbound email.
Linking tasks to specific contacts and viewing them in CRM records.
Completing tasks and immediately adding follow-up activities.
Distinguishing between Open and Closed Activities in Zoho CRM.
Using task repetition to maintain regular outreach or workflows.

Tasks in Zoho CRM are the backbone of timely follow-ups and efficient CRM use. Whether you're sending emails, making calls, or prepping proposals — task management ensures nothing slips through the cracks and every action is accounted for.

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📩 Need help setting up task workflows for your team? Contact us at [email protected]

Please note: unless specified all of our videos are created using randomly generated sample data. Any similarity to persons living or dead is purely coincidental.

#ZohoCRM #TaskManagement #SalesFollowUp #GoldstarIT #CRMProductivity #ClientEngagement
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