Zoho CRM
Managing Calendar in Zoho CRM
Planning and scheduling is important when it comes to business events. A well conceived plan goes a long way in bringing positive results whereas, properly scheduled events can complement your planning.Businesses attend events for various reasons and ...
Using Calendar in Zoho CRM
Knowing your calendar and the various components in it is helpful in planning all your events and scheduled calls efficiently. Following are some of the components in the Zoho CRM calendar that will help you understand the calendar better and make ...
Using Gamescope
Create a Game Games are created once the trophies have been configured. To create a new game Click the Gamescope icon. [] In the Gamescope page, click New Game. In the Create Game page do the following: Choose Game Type - Choose ...
Configuring Gamescope Settings
Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game. Availability Permission Required Users with Module Customization permission in their profile can access this feature. Check ...
Gamescope - An Overview
Gone are the times when you have to wait for the weekend to have some fun! Zoho CRM's inbuilt gamescope feature is guaranteed to make your work day a lot more interesting and memorable than usual. Gamescope in Zoho CRM is designed with the sole aim ...
Running and Deleting Macros
Running a Macro To run a macro Click the [Module] tab for which you want to create a macro. Select the ListView from the drop-down list. Select the checkboxes of the records for which you want to perform a set of actions defined in the macro. ...
Using and Creating Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Collaborating Using Zoho CRM Feeds
Collaboration is an important aspect in business. When you need to finalize a deal or negotiate on the discount price or organize an event, you collaborate with your team to achieve the goal. For this purpose, tools that help you communicate clearly ...
Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...
Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
Standard Fields in Deals
Following are the list of Zoho defined standard fields available in the Opportunities module: Field Name Description Data type Maximum Limit Deal Owner Select the name of the user to whom the deal is assigned. Lookup - Deal Name* Specify name of the ...
Forecasts Based on Role Hierarchy
The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...
Working with Forecasts
Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your company's growth and success. ...
Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...
Standard Fields in Forecasts
Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...
Logging Calls
The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who ...
Standard Fields in Log Calls
In the Log a Call page, you need to specify the call-related information. The following table provides description of the various fields in the page. Field Name Description Data Type Subject Enter the subject of the call. Text Box Call Type ...
Associate check-in to an event
If your business largely requires you to travel and constantly be on the move, then check-in is for you. In Zoho CRM, sales managers and sales reps can manage their work-related visits easily with the help of check-ins from the Zoho CRM mobile app. A ...
Standard Fields in Tasks and Events
Following are the list of Zoho defined standard fields available in the Tasks module: Field Name Description Task Owner Select the name of the user to whom the task is assigned. Subject* Specify the name of the task. This field is mandatory. Due Date ...
Working with Tasks and Events
Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc., or status bound tasks, such as sending status report to manager, sending email to ...
Activities - An Overview
An important aspect in CRM is to keep track of all the tasks, meetings, calls, events, or activity records. You can neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales ...
Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, contact is the most important information for acquiring customers, whereas in ...
Creating Contacts
In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data through various ...
Standard Fields in Contacts
Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho CRM user to whom the account is assigned. Lookup - Salutation Select the Salutation ...
Managing Accounts
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...
Standard Fields in Accounts
Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...
FAQs on Leads
1. How can I link a lead to a specific campaign? Follow these steps to link a lead to a specific campaign: In the Leads tab, select the record that you want to link to the campaign. In the Lead Details page, click Edit. Select the campaign from ...
Standard Fields in Leads
Following are the list of Zoho defined standard fields available in the Leads module: Field Name Description Data type Maximum Limit Lead Owner Select the Zoho CRM user to whom the Lead is assigned. Lookup - Salutation Select the salutation from the ...
Converting Leads
Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a ...
Creating Leads
In Zoho CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. Importing leads from ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
Key Performance Indicators (KPIs)
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by ...
Comparators
A Comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or ...
Target Meter
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through pile ...
Funnel
A funnel segregates the data based on different stages involved in your business process. For instance, a sales funnel can give you details like particular sales stages that you should concentrate on, stage-wise drop rate in lead conversion process, ...
Charts
A chart presents data from various records of a module(s) in a visual or graphical representation for an easy analysis. The data is seemingly comprehensible as users can easily pick out the patterns, trends, etc., which may otherwise be difficult to ...
Anomaly Detector
Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
Analytical Components
Every business needs to process and organize data on a regular basis. Also, your daily activities can become tedious when you have to get regular updates on trends, targets, performance indicators, pipeline stages, meetings, follow-up calls and ...
Creating Dashboards
Dashboard is a summarized view of the custom report data in Zoho CRM. It provides a platform for a real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or few selected users. You ...
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