CRM User Flow for Web

Lead assignment rules on Insightly video thumbnailLead assignment rules on Insightly video thumbnailLead assignment rules on Insightly video thumbnailLead assignment rules on Insightly video thumbnail
Logging in on Clay video thumbnailLogging in on Clay video thumbnailLogging in on Clay video thumbnailLogging in on Clay video thumbnail
Resetting password on Zoho CRM video thumbnailResetting password on Zoho CRM video thumbnailResetting password on Zoho CRM video thumbnailResetting password on Zoho CRM video thumbnail
Adding a deal on Zoho CRM video thumbnailAdding a deal on Zoho CRM video thumbnailAdding a deal on Zoho CRM video thumbnailAdding a deal on Zoho CRM video thumbnail
Searching on Lark video thumbnailSearching on Lark video thumbnailSearching on Lark video thumbnailSearching on Lark video thumbnail
Sharing on HubSpot CRM video thumbnailSharing on HubSpot CRM video thumbnailSharing on HubSpot CRM video thumbnailSharing on HubSpot CRM video thumbnail
Deleting a workspace on folk video thumbnailDeleting a workspace on folk video thumbnailDeleting a workspace on folk video thumbnailDeleting a workspace on folk video thumbnail
Creating a reminder on folk video thumbnailCreating a reminder on folk video thumbnailCreating a reminder on folk video thumbnailCreating a reminder on folk video thumbnail
Filtering and sorting on Zoho CRM video thumbnailFiltering and sorting on Zoho CRM video thumbnailFiltering and sorting on Zoho CRM video thumbnailFiltering and sorting on Zoho CRM video thumbnail
Exporting data on Zoho CRM video thumbnailExporting data on Zoho CRM video thumbnailExporting data on Zoho CRM video thumbnailExporting data on Zoho CRM video thumbnail
Deleting your account on Zoho CRM video thumbnailDeleting your account on Zoho CRM video thumbnailDeleting your account on Zoho CRM video thumbnailDeleting your account on Zoho CRM video thumbnail
Scheduling a meeting on Zoho CRM video thumbnailScheduling a meeting on Zoho CRM video thumbnailScheduling a meeting on Zoho CRM video thumbnailScheduling a meeting on Zoho CRM video thumbnail
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