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  • How much does this cost?

    • Remove as many users as possible to only pay for features not users

    • If there is no situation where more than 2 users need to be on Zoho at a time then outreach@ and primaryuser@ (David Trapp) should/may be plenty.

  • Cleanup view for primary user and walkthrough

    • Walk through with primary users and make views that are important to them

    • Remove clutter and hide modules/fields/etc. that will not be used often

    • Rearrange fields for best UI

  • Investigate tasks, integrations

    • Useful task reminder

    • Gmail integration

    • Set up for making this the primary work tool for Strategic Partnerships

  • Create Email Templates

  • Automating workflows

    • Example:

      • LEAD nurturing - how long uncontacted? - make tasks

      • Once added to system - automated email

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