ZOHO FAQ
Who is a LEAD?
Who is a PROSPECT?
Who is a CONTACT?
What if I forgot OR would like to reset my password?
How do I setup a task reminder?
How do I create a new Lead Source?
How do I create a new report?
Who is a LEAD?
A Lead is an individual that has been introduced to a LIK Product, but hasn't had any discussion about purchasing.
Non Collectors that have visited a gallery
Non Collectors that attended a gallery event
Who is a PROSPECT?
A Prospect is an individual that has an interest in purchasing a LIK Product. These products includes:
LIK Fine Art
LIK2 Art
LIK2 Commercial
Who is a CONTACT?
A Contact is an individual that might not purchase a LIK Product, but can affect a future sale:
Designers
Influencer
Marketing Company
Etc..
What if I forgot OR would like to reset my password?
Click the
Forgot Password
link on the log in page of Zoho CRM
Enter your LIK email used to register your account
Enter the code as seen on the screen
Click
Request
You will receive an automated email to your registered LIK email
Click the link provided in the email sent
This will redirect your Password Reset page
In Password Reset page, enter your new password
Click
Change
Your new password has been updated and you are now ready to log in to Zoho
How do I setup a task reminder?
In the Activities tab, click on the task you would like to setup with a reminder
In the Task Details page, click
Edit
Select the
Reminder
check box and do the following:
Specify the time you would like to receive an alert before the task starts
Specify the Repeat Type (Daily, Weekly, Monthly, etc.)
Choose
Pop Up Alert
for your notification
How do I create a new Lead Source?
Please reach out to Lindsay.nance@peterlik.com with your request
How do I create a new report?
Please reach out to Lindsay.nance@peterlik.com with your request