How to make sales pipelines with Zoho CRM: a step-by-step demonstration

A detailed demonstration of how easy it is to create sales pipeline charts and reports in Zoho CRM. Several of them come as standard - it doesn't come much easier than that.
We clone standard annual reports to show how to make versions that apply to quarters or months instead of years.
We modify standard reports to create one that only shows you important deals (worth over £50,000 and closing in the next quarter in this example).
We create a report that shows important deals that haven't had a call from a salesperson in the last month - that's the kind of thing a Sales Director really needs to know about!
We focus on reports that help a Sales Director do his/her job better and more quickly.
They're the kind of reports Sales Directors could setup easily themselves or IT Managers could setup in their sleep.
We make complex processes easy.

[@ChaimBinshtockAP]

Well presented!

[@arafucq2597]

useful