Zoho CRM
Sending Survey and Viewing Survey Response from CRM
Build a Survey In order to send an email survey from Zoho CRM, you must first create a survey using Zoho Survey. Go to https://survey.zoho.com/and choose from three options - Blank Survey, Template and Existing Survey - to build your survey. See ...
Create Surveys from Zoho CRM
Campaigns allow you to track all marketing initiatives in your business. It also lets you evaluate the performance of every campaign based on the generated ROI. Survey campaign lets you identify your prospects' requirements which helps you identify ...
Setting up Zoho Survey Integration
Set up Zoho Survey Integration To integrate Zoho Survey with your Zoho CRM account Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Survey In the Zoho Survey Integration page, click Get Started ...
Zoho Survey Integration - Overview
Surveys are useful marketing tools that help you enhance your business. It's a method by which you put specific questions to a group of people whose answers will help you improve your products or services. There are many applications to create ...
Working with Zoho Campaigns Integration
The Zoho Campaigns integration with Zoho CRM meets the email marketing needs of your business. Through this integration, you can sync your CRM contacts with Zoho Campaign's mailing lists, send mass emails to them and track their response. The ...
Working with Zoho Desk Integration
Zoho CRM lets you integrate your Desk and CRM accounts. This integration is aimed at providing a single platform to view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM ...
Working with Zoho Projects Integration
Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...
Understanding Roles in Zoho Projects
The roles and access privileges available in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing ...
Zoho Projects Integration - Overview
Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
Types of Integrations - An Introduction
Zoho CRM offers various Apps and Add-ons for Productivity and Collaboration that will improve your efficiency while working with sales leads, prospects and customers. There are a set of integrations for normal Google account users and also Google ...
Using Native App for iPad
Supported Zoho CRM Modules From your iPad, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your iPad. This ensures that you can access the important data even in the offline mode when no ...
Installing App in iPad
You can download and install the Zoho CRM application from the App Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. In ...
Zoho CRM for iPad - An Overview
Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, ...
Using the Zoho CRM Mobile App for Android
Organize CRM Home Screen Zoho CRM for Android welcomes you with an attractive Home screen that displays the Activities for the week. You can prioritize your work for the day based on the activities displayed. You can also check off completed ...
Configure Settings for Zoho CRM (Android)
Change Theme To change the color theme for your Zoho CRM app on your Android device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...
Installing App in Android
You can download and install the Zoho CRM application from Play Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. By ...
Android Specific Features
Supported Zoho CRM Modules From the Zoho CRM app on your Android device, you can access Zoho CRM modules and work on them right from your phone. This ensures that you can access the important data even when not connected to the network. The following ...
Zoho CRM for Android Phones
Zoho CRM for Android is a native application that enables you to access and work with your Online Zoho CRM data from your Android phones. With this mobile application you can access and manage your Leads, Accounts, Contacts, Potentials, Cases, ...
iOS Specific Features
Supported Zoho CRM Modules From your iPhone, you can access a set of Zoho CRM modules and the data in them which will be stored in a local database on your phone. This ensures that you can access the important data even in the offline mode when no ...
Installing App in iPhone
You can download and install the Zoho CRM application from App Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. By ...
Using the Zoho CRM Mobile App for iOS
Organize CRM Home Screen Zoho CRM for iOS welcomes you with an attractive Home screen that displays the Activities for the week. You can prioritize your work for the day based on the activities displayed. You can also check off completed activities ...
Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...
Configure Zoho CRM Settings in iPhone
Change Theme To change the color theme for your Zoho CRM app on your iOS device In your Zoho CRM app, go to Settings. On the Settings page, under Themes, select the desired colour theme. The chosen theme is applied across the app. Configure ...
Zoho CRM for iPhone - An Overview
Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
Zoho CRM Mobile App
Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad and Android phones. Additionally, you will be able to use the web app ...
Working with Solutions
Over a period of time, direct customer support helps your organization to build a rich knowledge base for future reference. A Knowledge Base in the form of solutions (also called as articles or frequently asked questions) that enables your ...
Working with Cases
In the world of Internet, online Customer Support has become an integral part of the organizations' business process. Customer Support is an important activity in all types of product and service industries. In general, case trouble tickets are used ...
Customer Support - An Overview
Zoho CRM provides the Customer Support & Service management (Help Desk) features, such as Cases (Trouble tickets), Solutions (Knowledge base), Case Routing & Escalation through Workflow rules, and easy to deploy Web-to-Case forms for capturing ...
Working with Invoices
Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the ...
Creating Invoices
In Zoho CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please ...
Standard Fields in Invoices
Following are the list of Zoho defined standard fields available in the Invoices module: Field Name Description Data type Maximum Limit Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup Subject Specify the name of ...
Working with Purchase Orders
A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items ...
Creating Purchase Orders
In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or ...
Standard Fields in Purchase Orders
Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup PO Number ...
Working with Sales Orders
The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the ...
Creating Sales Orders
In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
Standard Fields in Sales Orders
Following are the list of Zoho defined standard fields available in the Sales Orders module: Field Name Description Data type Maximum Limit Sales Order Owner Select the name of the user to whom the sales order is assigned. Lookup SO Number Display ...
Working with Quotes
Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that ...
Creating Quotes
In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
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