How Do You Manage and Track Activities Like Calls, Tasks, and Meetings in Zoho CRM?
Activities in Zoho CRM help users organize daily follow-ups, calls, and meetings to ensure no touchpoint is missed throughout the sales journey.
Add a New Activity:
From any record (Lead, Contact, Deal), click Add Activity → Choose Call, Task, or Meeting.
Log Completed Calls or Notes:
After a call, select “Log Call” and record details like outcome, duration, and next steps.
Use Activity List View:
Go to Activities → Use filters like “Today’s Tasks” or “Missed Calls” for day-to-day planning.
Sync with Calendar:
Integrate with Google or Outlook Calendar so meetings appear in your personal calendar.
Why This Workflow Matters:
Centralizing all touchpoints in the CRM boosts accountability, ensures timely follow-ups, and improves customer engagement consistency.
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