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« Back Zoho CRM Fundamentals: Campaigns to Deals

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Zoho CRM Fundamentals: Campaigns to Deals

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Let’s walk through the general process of taking a record from a campaign to a deal. You’ll learn what campaigns are and how to use them, how to follow a record from a lead to a deal and see how campaigns integrate, see a contacts overview, accounts overview, and look into winning and losing deals and measuring marketing effectiveness.


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