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Fee disclosure Norms wef 1st October '24 - in PMS

17.07.24 07:07 PM - By FinnSys - Comment(s)
Fee disclosure Norms wef 1st October '24 - in PMS
Capital markets regulator Securities and Exchange Board of India (SEBI) has brought in some changes related to commission disclosures, in case of PMS products, which will be applicable from October 1, 2024.

Getting Started with your ZOHO Set Up 

14.07.24 07:58 AM - By FinnSys - Comment(s)
Getting Started with your ZOHO Set Up 

Step 1 : Think about the modules in your Business


Leads

Clients

Associates

Vendors( AMC , RTA etc)

Task

Deals/ Transactions

Meetings/ Appointments

All Staff E mails / Desk

Proposals

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos


Step 2 : Create your Pain Area and A...

ZOHO Set Up & Integration Services

14.07.24 05:52 AM - By FinnSys - Comment(s)
ZOHO Set Up & Integration Services



FAQ about ZOHO CRM and our Set Up Services/ Training Services



Q : How do I get Started with Zoho CRM ?

Zoho CRM is one of the application of Zoho One ! You need to subscribe for Zoho One and then start activating the applications you need like- ZOHO CRM for all your clients, Sales, task and deals man...