I need help setting up ZOHO - no data transfer needed. Just starting fresh. Basically just leads, accounts, sales orders and permissions. Also want some basic sales dashboards.
Need someone experienced with Zoho CRM to assist in the setup - specifically for lead generation for a dental practice. Need advice and assistance for optimal setup.
sync data and vistor info. into zoho CRM
gravity forms and sales iq are not pulling vistior info.