Zoho CRM
Features you will miss on downgrading from Standard-to-Free edition
Features Standard Edition Free Edition Feeds - CRM Analytics Custom Reports 100 - Schedule Reports 20 - Custom Dashboards 10 - Marketing Automation Mass Email 250 - Email Templates 100 10 Web-to-Lead/Contact Form 5 1 Notify Owner - Data ...
Features you will miss on downgrading from Professional-to-Free edition
Features Professional Edition Free Edition Macros - Feeds 100 follow-ups/user - CRM Analytics Custom Reports Unlimited - Schedule Reports 20 - Custom Dashboards Unlimited - Marketing Automation Mass Email 500 - Email Templates Unlimited 10 ...
Features you will miss on downgrading from Enterprise-to-Free edition
Features Enterprise Edition Free Edition Macros - Feeds - Multiple Currencies - CRM Analytics Custom Reports Unlimited - Schedule Reports 20 - Custom Dashboards Unlimited - Marketing Automation Mass Email 1000 - Email Templates Unlimited 10 ...
Manage Subscriptions
The Free Edition users can try out the 15-day trial of the other Editions before purchasing. Upgrade to Paid Edition To upgrade from Free to Paid Editions Go to the profile icon on the top right and click Manage Subscription . In the Zoho ...
Creating Reporting Hierarchy
In Zoho CRM's Reporting Hierarchy, you can set up the organization's hierarchial structure based on your user roles, and also you can assign users to appropriate reporting managers for a well-defined record accessibility. In this structure, a user is ...
Consent Management
Zoho CRM's consent management settings helps you get consent from your prospects and customers. We provide a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, ...
Marking Personal Fields
GDPR defines personal data as any information relating to an identified or identifiable natural person (i.e. the data subject). There is a wide range of personal data that includes email addresses, location, mobile numbers, identification numbers, ...
Data Subject Rights
The GDPR explicitly states certain rights for the data subjects in Articles 12 to 23. We need to understand and fullfil them when individuals seek to exercise those rights. Right of access: The subject's right to obtain from the controller, the ...
Data Privacy
A record's details are available in two sections - Info and Timeline. When you switch on GDPR Compliance in your Zoho CRM account, you will be able to view another section, namely Data Privacy. This section has the following details: Data Source ...
Managing Lawful Bases for Data Processing
Switch on GDPR Compliance options Under compliance settings, you need to first switch on GDPR compliance settings if it applies to your business. Users with the Manage Compliance Settings profile permission can enable and view the features available ...
GDPR and Zoho CRM - An Introduction
On this page, we'll be taking a look at what the new rules in GDPR are and how Zoho CRM can help you comply with them. We'll also help you understand how to protect your customers’ data. General Data Protection Regulation (GDPR) is a new set of rules ...
Forecasts Based on Territory Hierarchy
Forecast based on territory By default, forecasts in Zoho CRM are based on role hierarchy. However, if you enable territory management forecasts will be based on territory hierarchy. Territory Management in Zoho CRM is a system by which customer ...
Assigning Territories
How are Territories Assigned? Automatically Territories are automatically assigned to accounts, contacts and deals when they are created or modified. When a record meets the criteria of a territory, only then is it validated for its sub territories. ...
Using Territories
Understanding Territory Management Using Territory Management, you can segment accounts, contacts and deals into territories. You can build a territory hierarchy by creating territories and sub territories. You can define criteria for each of these ...
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management Overview. Introduction Territory ...
Territory Management - An Overview
What is a Territory? A territory is the demarcation of the sales force structure by which customers accounts are grouped and shared with the sales people of an organization. Territories can be based on various factors such as geography, industry, ...
Setting Data Encryption
Data encryption is a way to safeguard personal or sensitive information like credit card details, backup phone numbers, personal identification numbers etc. that are stored in your CRM database. It prevents the data from being stolen or lost ...
Secure your CRM Account
When you're handling important information like customer data, company's annual revenue, stakeholder's details and the like you must take preventive measures to secure your accounts from unauthorized access. To ensure this Zoho Accounts lets you ...
Configuring Allowed IPs
When you are dealing with customers' data, security is a major concern. You need to make sure that your data in Zoho CRM is not accessed from an unsecure network. You may even prefer that your employees access CRM only from the office. You can also ...
Sharing Records
Collaboration is essential in a sales team. How we interact with the other members of the team, how we share information and ideas with them and the most important of all is how we share sales data that we work with. Zoho CRM provides different ...
Setting up Data Sharing Rules
By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. ...
Create and Manage Groups
In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
Managing Profile Permissions
To make the process of managing profile permissions easier, the permissions have been grouped in such a way that you will have no problem in customizing them as needed. You can enable or disable permission in a single click rather than having to go ...
Creating Profiles
Profiles in Zoho CRM help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions for ...
Managing Roles
In Zoho CRM, you can set up the organization-wide hierarchy using Roles. Users at a higher hierarchy can always access all the records of at a lower hierarchy. For example, a Sales Manager can access all the Sales Reps' records whereas Sales Reps can ...
Activating and Deactivating Users
Sometimes a users' position may change or they may move to different business units. In such cases, you might have to deactivate those users after transferring ownership of the records to other users. Note that deactivating a user is different from ...
Adding, Modifying, and Re-inviting Users
In Zoho CRM, a user is one who manages records, whether their own or those shared by other users, within the organization. In addition to accessing the CRM data, some of the users can perform administrative functions for the smooth running of the CRM ...
Deleting and Transferring Users
You may have to delete a user from the CRM account when they discontinue service in the organization or are transferred to a different team or project. Before deleting the user it is important that you transfer the records they own and the ones ...
Data Security Types - An Overview
Managing the complexities of security administration is one of the growing concerns in any enterprise, especially those open to e-commerce or with large networks. In such demanding times, the availability of Security Management is considered ...
Manage Users, Roles, and Permissions
As you proceed with setting up the CRM account, your next step will involve adding users and determining their roles and permissions based on which they will perform specific tasks. A user is the one who manages records within the organization, ...
Manage Multiple Currencies
The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...
Set up Fiscal Year
The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, Zoho CRM's fiscal start month is set to ...
Manage Business Hours
Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the headquarters may not comply with the ...
Merging Duplicate Records
When you work with a significant volume of data, it gets quite challenging to keep your database free from duplicates. As the avenues to create records in CRM increase, the chances of duplicate entries increase as well. For example, the same lead may ...
De-duplicate records (Auto-merge duplicates)
In case you are not sure which records have been duplicated, you can let CRM run a check on modules using the De-duplicate tool. CRM will automatically find and merge exact matches. In case of conflicts in field values, you must manually resolve the ...
Checking Duplicate Records in Zoho CRM
When you have hundreds and thousands of records in your CRM, as your business grows, it becomes a very difficult task to check for duplicates. Zoho CRM helps you arrest duplicates even before they can be created, with the help of what we call "unique ...
Printing Mailing Labels
Mailing labels are commonly used on letters and packages to identify the addressee and the sender information. These labels are used for various business purposes, such as sending monthly billing statement to your customers, sending Greeting Cards ...
Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to ...
Associating Other Records
Attach Documents To attach documents This feature allows you to attach documents, spreadsheets and presentations to leads. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Associate Leads To ...
Common Operations with records
Record Navigation Navigation primarily means the process of moving back and forth within the records. In Zoho CRM, navigation allows easy movement between the records; it provides options to choose the number of records to be displayed in one page ...
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