If you're a broker, general contractor, travel agent, or anyone who works with multiple vendors to get the best price for your client, then you need a better way to track this process in Zoho CRM.
The Submission Information Dashboard (SID) makes this easy.
In this video we show you how to:
00:00 - Introduction
01:01 - Install the Extension
02:06 - Best Practices for Your Deal
03:08 - Begin Using it in Your Deals Module
04:25 - Customize to Your Specific Needs
07:26 - Finalize Your Vendor Selection
Blu Inner Circle
bluinnercircle.com/
Install SID now: marketplace.zoho.com/app/crm/...
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Mortgage CRM
blumortgage.ca/
Financial Advisor CRM
cloven.ca/
Insurance CRM
bluroot.ca/insurance/
Move Data in your Zoho CRM
bluroot.ca/wes/
Texting for Zoho CRM
bluroot.ca/blutext/