https://docs.google.com/document/d/1NBfdxvsQSd1Lbh1EaNhGINxeZ6-i2ILaAQL_hQmE6xE/edit?usp=drive_web
We are a TASK Heavy Operation. ZDesk : You are not only responsible to complete your tasks but your TEAM.
How to Use Zoho Desk [2026 Full Guide]
Team Inbox :Start @7 mins for quick use and how you should use it
Your “Assigned to you “Emails in TeamInbox & your Clare-AFC.com email checked daily. Sending Email OUT to people outside the company MUST be from your CRM (photo below)- video to integrate it sent to you directly on Telegram
https://youtu.be/lFfes4_MU80?si=jQkuEg6z4abFZtyQ
****How to USE Zoho CRM for Beginners || CRM For Everyone Training**
The Core "Big Four" Modules : New staff must understand the relationship between these four categories, or they will accidentally create a messy database.
https://youtu.be/4RiPBXhPvm4?si=zY-v3L3mNEKsRouu
| Module | What it is | For us? |
|---|---|---|
| Contacts | The individual People you talk to at that company. | Central hub for all contacts |
| Leads | Unfiltered "maybe" people (business cards, web forms). | Anyone that maybe a client |
| Deals | The actual Money/Opportunity (pipeline). | After they entered as leads once communicated & are eligible enter as a deal |
| Accounts | The Company or business entity. | Approved Members. |