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Transcript

Guide for Call Center Agents

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Access your CRM

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View & Add a Lead

Book a Tour

View Booked Tours

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Next

From Zoho CRM, click Meetingsin the header menu.

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Next

Select a tour from the list.

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Next

You have filter options available for searching presentations if necessary.

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View all the information of your tour including participants.

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Next

You Are All Set!

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