Zoho CRM
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...
Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho ...
Customize your Account
Every business has its own unique sales, services and marketing processes, which is why Zoho CRM lets you customize the product to fit your business needs. As an administrator it is important that you identify and list out such requirements and ...
Customizing Home Tab
The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Dashboards and so on. One quick glance at the components of the Home tab will tell you ...
Managing CRM Account Settings
Once you sign up for Zoho CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these details ...
Managing CRM Account Settings
In Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain ...
Specifications in Zoho CRM
Available Editions Zoho CRM is a cloud based application that offers five different editions each comprising of different features focussing on specific business needs. Free Standard Professional Enterprise Ultimate Each edition is priced ...
Understand your CRM Account
Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
Begin your Admin Journey
What is Your Role as an Admin? As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully. There are a list of activities that you must perform to utilize the ...