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I'm putting together and modifying my Zoho crm. I would love to know if I should add anything to the main lead page that allows me to quickly organize fields. This is what I have so far:
Lead Name
Phone #
Email
State
Zip Code
Lead Status
Lead Source
Referral's Name
Premium
Policy Name
Effective Date
Anything else you recommend?
Lead Name
Phone #
State
Zip Code
Lead Status
Lead Source
Referral's Name
Premium
Policy Name
Effective Date
Anything else you recommend?