Legend
Shows the date of the last Event associated with an Account or Deal.
Shows the date of the last Call associated with an Account or Deal.
Shows the date of the last Task associated with an Account or Deal.
Shows the GMT date of the last email sent to the Deal contact.
Shows the GMT date of the last mail received to the Deal contact.
Punctuation
Buttom to do call with Spotfone to the Account númber. It is necessary integrate your Zoho CRM with Spotfone.
This account hasn´t got telephone number
Create Task
Create Mail
Indicates on the map the CRM accounts that have no associated deals. By clicking on the icon you can obtain account information.
Indicates that the account has associated with at least one deal with a closing date prior to today. By clicking on the icon you can obtain account information and associated deals.
Indicates that the account has associated at least one deal with a closing date in the next 14 days. By clicking on the icon you can obtain account information and associated deals.
Indicates that the account has at least one deal with a closing date between the next 14 and 60 days. By clicking on the icon you can obtain account information and associated deals.
Indicates that the account has at least one deal associated with a closing date more than 60 days. By clicking on the icon you can obtain account information and associated deals.
The icons with a clock (regardless of color) are because these accounts have some task, event or call in the next days.
When a number appears is because all the numbers in the date are this number. For example: 9/9/9999.
It shows all accounts.
Filter to show the accounts that have deals with the status that has been selected.
Filter to show the accounts or deals of a CRM user.
Filter to show the accounts with a task, event or call for a selected date.
It shows only the accounts don´t have a complet adress or are in the same place as others.
It shows the days have passed or left for an event, task or call.
Acces to your CRM homepage.
Create a Task in CRM.
It shows the calendar of CRM.
Account Finder.
Help
It shows the updated Zoho CRM accounts.
SagitaZ
Zenith School
Spotfone
It shows the account that you are searching.
(please click on LEGEND to see all Icons)