top of page
image.png

Using Filters in Zoho CRM

Updated: May 3

We have thousands of student records in our database so it's easy to get lost if you don't know what criteria you're looking for. Student support and operations support to watch this video to know how to use filters in Zoho CRM.





Note:

Because team members are sharing a single Zoho account, there are times when the student list is left in a custom view. Make it a habit to check first if the current view is "All Students" before applying any filter.







Related Posts

Updating our payment tracker excel sheet

The student support specialist should regularly monitor payments to our partners or another business entity. Ask the manager to share with you Dropbox folder “Payment Tracking and Receipts” (please ch

How to manage new leads from Classpass

Classpass is an app where users subscribe to a membership and they can use membership credits to book appointments or classes to hundreds of Classpass' business partners. Movers and Shakers Dance Acad

Ordering Movers and Shakers Instructor T-shirts

Instructors are expected to wear Movers and Shakers t-shirts during their class sessions, which we facilitate by handling the ordering and processing of these garments. This is the SOP for t-shirt pro

Comments


Commenting has been turned off.

© 2024 MaS Dance, LLC. All Rights Reserved.

bottom of page