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Setting Up Zoho CRM for a Small Team – Tips, Templates & Automation Ideas

overseascareroverseascarer Posts: 1 ✭
in General

If you're putting up Zoho CRM for a small team, begin with defined sales stages, custom fields, and role-based permissions. Overseas Career used Zoho's workflow automation to streamline lead tracking and follow-ups, saving hours per week. Use email outreach templates and lead scoring to focus on high-value prospects. Also, connecting Zoho with Google Workspace helped us stay organized. Zoho CRM is a smart, scalable platform that delivers results with minimal complexity for small teams in the United States trying to grow efficiently.

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