Setup and Admin Console - CRM
How Zoho CRM can help service providers
Maintaining customer relationships is as important to a service-based business as it is to any other company. Service providers are very reliant on satisfied customers and their recommendations, as word of mouth creates more business opportunities. ...
Managing services with Zoho CRM
Services such as consultation, home cleaning, repair and maintenance, pickup and delivery, and salon or spa appointments are time-bound activities that take place every day, often with different customers. Customers often re-request the same service ...
Customize Zoho CRM for B2C
In Zoho CRM, Business-to-Business (B2B) the business process data is populated. However, customers can customize the CRM business process for Business-to-Consumer (B2C) by using the Zoho CRM Customization tools. In a typical B2C business process, ...
Zoho CRM Creating Validation Rules Using Functions
By using function you can create a validation rule where the value entered by the user needs to be verified outside the CRM database. You can even validate the fields like phone numbers, zip code and so on for a particular pattern by mentioning the ...
Zoho CRM Working with Validation Rules
One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
Zoho CRM Customizing Module View Using the all-new Canvas design suite
Businesses and data are cohesive entities that exist and grow together. The more people you meet and transactions you make, the more information you're going to accumulate in your database—so it's important to keep your growing database clean and ...
Zoho CRM Customizing List View Using Canvas
In Zoho CRM, you can create and swap the record views between List View and Kanban View as and when required. But, these views may not be enough when you want to add a record image or arrange the fields in a different order or insert a background ...
Zoho CRM Using Zoho Sheet View
You can tap into the power of spreadsheets within your CRM account using Zoho Sheet View. In this view, you'll be able to access your module's data in the spreadsheet format.This mode of working is particularly convenient when you need to make ...
Zoho CRM Using CRM View for Activities
For any sales person, a typical day at work is loaded with tasks. It could be the field work to visit a prospect for a demo, or the task to call up a prospect to discuss a deal, or to follow-up with customers after their visits to your website. There ...
Zoho CRM Creating Kanban Views
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can segregate the leads based on their status or categorize the sales depending on different stages. This sort of information ...
Zoho CRM Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Zoho CRM Module Views - An Overview
Introduction Businesses, irrespective of industry, all have one thing in common—an ever-growing database. From customer information to transactional records, product portfolio, or even communication bytes—your data of all types grows at the same pace ...
Zoho CRM Record Locking: Configuration and Usage
Certain business scenarios demand records in modules within your organization to be restricted from edits or deletion once they reach a certain stage in your sales process or satisfy some specific condition. Record locking is a configuration that ...
Zoho CRM Customizing Record's Detail Page
A record detail page is a storehouse of all information about the record. It contains primary details like name, company profile, billing address, or shipping address and associated details called the related list, like notes, campaigns, open and ...
Zoho CRM Business Card View
The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer ...
Zoho CRM Adding Photo
You can add a photo of your contacts and leads in your Zoho CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...
Zoho CRM FAQs on Page Layouts
1. What happens to a module's existing records when I create page layouts for the first time? When you create a page layout for the first time, your existing records will be assigned to the Standard layout of the respective module. 2. How can I ...
Zoho CRM Layout Rule Exceptions
Layout rules are effective on creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precendence over both these rules. These instances are ...
Zoho CRM Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
Zoho CRM Customizing the User Layout
Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user ...
Zoho CRM Working with Page Layouts
Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...
Zoho CRM Conditional Layouts - Concept and Benefits
Conditional Layouts or Layout Rules is a feature that offers an interface for you to manage dependency between fields in a layout seamlessly. Not only does it serve to help you manage your layout to suit your business requirements better, but it also ...
Zoho CRM Understanding Inventory Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. Header and Footer Header and footer are available at the beginning and the end of the template. You can add them ...
Zoho CRM Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (forms, letters, address labels, envelopes, etc.). You can create a mail merge template which contains variables (merge fields), which will merge ...
Standard Merge Fields
The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...
Zoho CRM Creating Email Templates
Communicating with customers is an important activity in any business scenario. Zoho CRM provides Email Templates to send one message to multiple recipients. Email templates can be also be used to send Mass Emails to leads/contacts or send Email ...
Zoho CRM Understanding Email Template Builder
Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. This in turn simplifies the process of creating a template. The three basic operations that is common to all the ...
Creating Formula Fields
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and there are specific operators ...
Building Formula Fields
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided date of ...
Color Coding of Picklist Values
Picklists are convenient and functional, as they convey the current state of the record.For example, the lead status or the current stage of the deal, etc., can be easily distinguished and monitored. Furthermore, to provide aesthetic distinction and ...
Lookup Filters
Lookup filters enable users to select only valid values from a lookup field while creating or editing a record. Admins can set the filter such that only the correct field values are displayed, and thereby help users avoid entering data incorrectly. ...
Zoho CRM Field of Lookup
Lookup fields enable users to associate records between two modules. Let's say, for example, you have two modules: Students and Courses. By adding a lookup field called Course type in the Students module, users can select a course when a new student ...
Zoho CRM Overview of global sets
Use global sets to manage picklist values that are common across modules. You may have picklists in your CRM system that have the same set of values. Normally, you would have to create and maintain a copy of this set of values separately for each ...
Zoho CRM Fields List Page
The Fields section of a module in Zoho CRM presents details of fields in the selected module. The Fields section has two sub sections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
Zoho CRM Modifying Special Fields
Some fields in Zoho CRM are not common to all modules, they are available and applicable only for particular modules depending on the purpose they serve. These fields are termed as special fields. The list of special fields in CRM are: Terms & ...
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 ...
Zoho CRM Working with Custom Fields
In Zoho CRM, you can add new 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 defined fields, but note ...
Zoho CRM 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 ...
Zoho CRM Standard Modules & Fields
The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
Zoho CRM Customizing Modules
Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
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