Zoho CRM
Standard Fields in Quotes
Following are the list of Zoho defined standard fields available in the Quotes module: Field Name Description Data type Character type and maximum allowed number Quote Owner Select the name of the user to whom the quote is assigned. Lookup - Subject* ...
Working with Vendors
Vendors include companies, people, and contractors from which your company gets products and services. They can be either direct manufacturers or resellers. In the Zoho CRM system typical vendor selection process involves the following steps: ...
Creating Vendors
In Zoho CRM, you can create vendors by: Entering data in the vendor details form: You can manually fill in the Vendor details in the form. Importing vendors from external sources: You can gather data through various sources and import the CSV and XLS ...
Standard Fields in Vendors
Following are the list of Zoho defined standard fields available in the Vendors module: Field Name Description Data type Maximum Limit Vendor Owner Select the name of the user to whom the Vendor details is assigned. Lookup Vendor Name* Specify the ...
Working with Price Books
Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer. For each customer you can sell the same product at different prices. There are two key prices in price books. One is Unit ...
Creating Price Books
In Zoho CRM, you can create price books by: Entering data in the price book details form: You can manually fill in the Price Book details. Importing price books from external sources: You can gather data through various sources and import CSV and XLS ...
Standard Fields in Price Books
Following are the list of Zoho defined standard fields available in the Price Books module: Field Name Description Data type Maximum Limit Price book Owner Select the name of the user to whom the price book is assigned. Lookup - Price book Name* ...
Modules in Zoho CRM
Zoho CRM provides different modules that will help you organize, maintain, customize, and manage your organization's data and processes in a better way. We have grouped these modules under different categories based on their functionality. Sales ...
Zoho CRM Mobile App and its Key Features
The Zoho CRM mobile app allows you to take your CRM, wherever you go. It gives you the same access to the data that you have on your desktop, but organized to help you finish your tasks on the go. The mobile experience offers a clean user interface, ...
Explore your Account
Take a screen tour to know your CRM display better. Home Tab When you open your Zoho CRM account, the first screen that you see is the home page. Here, you can take a quick glance at the progress of your CRM activities. It is a dashboard that ...
System Requirements and Storage Space
System Requirements Zoho CRM is a cloud-based application, and therefore the application and the data are not stored in your computer system's memory. Since cloud applications rely on remote servers, you are required to have a continual internet ...
Data Migration
Bring-in data to Zoho CRM from other sources using Data Migration Help guide Data Migration - An Introduction Migrating Data from Other CRMs Migrating Data from Salesforce
Data Import
Import data into Zoho CRM from various sources Help guide Importing Data to Zoho CRM Viewing Import History
Subforms
Add subforms to the modules to include additional information Help guide Building a Subform
Telephony
Make and manage calls with your customers from CRM using Telephony Help guide Telephony - An Introduction Working with Telephony
SalesSignals
Get real-time notifications on customer interaction with SalesSignals Help guide SalesSignals - An Overview Enable SalesSignals View SalesSignals
Blueprint
Create a mirror image of the entire business process with Blueprint Help guide Blueprint - An Overview Designing a Blueprint Executing a Blueprint
GDPR Compliance
Enable GDPR Compliance and protect your customer data from unauthorized access Help guide GDPR and Zoho CRM - An Introduction Consent Management Data Subject Rights Data Privacy
Conditional Layouts
Make the layouts dynamic using Layout Rules Help guide Creating Conditional Layouts
Email templates
Design customized Email Templates Help guide Creating Email templates
Data Backup
Keep CRM data safe and always accessible with Data Backup Help guide Requesting Data Backup
Profiles and Roles
Manage permissions to feature access and CRM data through Profiles and Roles Help guide Creating Profiles Managing Profile Permissions Role Management - An Introduction Creating, Editing, and Deleting Roles
Page Layouts
Manage different business divisions in your organization with Page Layouts Help guide Working with Page Layouts
Approval process
Define Approval Process for records Help guide Approval Process: an Overview Adding an Approval Process Associating Actions for Approval or Rejection
Scoring Rules
Prioritise your leads, deals or contacts with Scoring Rules Help guide Setting Scoring Rules Workflow Rules Based on Score
Web Forms
Capture visitor information directly from the website using Web Forms Help guide Web Forms - An Introduction Setting up Web Forms Including Opt-in Checkbox in Web Forms for Consent
Assignment Rules
Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules Round Robin Lead Assignment
Validation Rules
Ensure the accuracy of data that enters CRM using Validation Rules Help guide Working with Validation Rules Exceptions to Validation Rules
Interlinking modules
Interlink different modules to establish relationship between databases Help guide Many-to-Many Module Association in Zoho CRM
Gamescope
Bring some fun and competition in your sales with Gamescope Help guide Gamescope - An Overview Configuring Gamescope Settings Using Gamescope
User Management
Define and manage who has access to your CRM account Help guide Adding, Modifying, and Re-inviting Users Activating and Deactivating Users Deleting and Transferring Users
Forecasting
Assign and monitor targets based on organizational or territorial hierarchy. Help guide Working with Forecasts Creating Forecasts Standard Fields in Forecasts Forecasts Based on Role Hierarchy
Zoho Sales IQ Integration
Engage your website visitors better by getting real time notifications of each visit Help guide Visitor Tracking with Zoho SalesIQ - Overview Setting up SalesIQ Integration
Assess the outgoing call quality of the sales agents
Industry: Insurance | Feature: Workflow Rule | Integration: Zoho Survey and Telephony | Edition: Enterprise Scenario Maria, a sales manager at an insurance company, heads a team of five sales agents. The team offers assistance via phone to ...
Setting up organization details
Feature: Organization Settings | Edition: All Scenario A car dealership company subscribes to Zoho CRM's Enterprise edition to scale their customer service operation and increase sales across the US. To begin using Zoho CRM, they must first set up ...
Configure a workflow rule to send automatic notifications to the third-party providers via Webhook
Scenario Zylker Travels offers various tour packages to its customers ranging from adventure trips, family outings, destination holidays and weekend getaways. Their customer flow mainly happens through the company's website, where they fill out the ...
Setting up a follow-up routine to qualify leads for loan applications
Feature: Workflow Rule | Edition: Enterprise Scenario Michael Andrew is a loan officer who evaluates and authorizes loans to small and medium-sized enterprises, and self-employed individuals. A week back, his company announced about a "Smart ...
Schedule annual notifications for subscription renewals
Industry: Media and Publishing | Feature: Workflow Rule | Edition: Enterprise Scenario The Zylker Weekly is one of the leading international publishers of Travel and Tourism and Hospitality magazines. Every month, they publish new editions of the ...
Identify duplicates between leads and contacts modules
Industry: Travel | Feature: Custom Function and Workflow | Edition: Enterprise Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
Initiate an approval request when the loan applicant has a low credit score
Feature: Approval Process | Edition: Enterprise Scenario Noah Parker is a loan officer at a Boston-based finance firm that specializes in providing financial assistance to SMBs, individuals, and retailers. He daily hundreds of loan applications along ...
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