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Reporting & Dashboards in Your Zoho CRM

It’s easy to get stuck in the weeds when navigating your CRM’s dashboard. With countless reports and features at your disposal, it might feel overwhelming at first. But once you learn how to navigate the platform, it becomes a breeze! Let us be your guide on your path to mastering the dashboard and reporting features of Zoho CRM.

Our monthly Zoho User Sessions are designed to give you the tips, tricks, and tools you need to manage your business effectively and efficiently with Zoho CRM. Join us for our next session on Tuesday, August 9th, at 10:15 AM, CST.

Have a question regarding your CRM? Enter it into the form below and we will answer it LIVE on our Zoho User Session.

Join us for this FREE 30-minute Zoho User Session covering:

  • How to effectively set-up reports in your CRM.
  • How to personalize your dashboard for what YOU want.
  • How to set tangible and realistic goals based on your current data.

There will be time afterwards for a Q&A, so be prepared to bring your questions!

This event is Online and FREE to attend! Just RSVP below.

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