Setup and Admin Console - CRM
Zoho CRM Tab Settings
Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, ...
Zoho CRM Many-to-Many Module Association
Your sales data are often inter-related. When you maintain this data in CRM, you need to have ways by which you can establish the required association between them appropriately. This field is available for Enterprise and above editions. For example, ...
Zoho CRM Managing Web Tabs
Web tabs help you to open web pages like company-wide announcements, web applications, etc. inside Zoho CRM. All the Zoho CRM users across the organization can view these web tabs. You can also create your own applications using Zoho Creator and ...
Zoho CRM 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 ...
Zoho CRM 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 ...
Zoho CRM Managing Multiple CRM Organizations
Access multiple CRM accounts using one sign-in Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations that maintain different CRM accounts to manage their ...
Zoho CRM Deleting the Zoho CRM Account
Any circumstance that prompts you to discontinue Zoho CRM service or delete an unused account you can delete the CRM account. Similarly, if an employee is no longer using the org CRM account you can either deactivate or delete it. Points to note ...
Zoho CRM Manage Multiple Currencies
The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...
Zoho CRM Set up Fiscal Year
The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, Zoho CRM's fiscal start month is set to ...
Zoho CRM Manage Hierarchy Preference
A hierarchy structure in an organization is defined to rank members according to their designations. Zoho CRM provides two different hierarchy structures for your organization: Role Hierarchy and Reporting Hierarchy. You can select the hierarchy ...
Zoho CRM Manage Business Hours
Business Hours defines the working hours of an organization and is typically based on the company's location. However, if your organization has offices in different countries the business hours followed at the headquarters may not comply with the ...
Zoho CRM Manage Company Settings
There are certain organization specific details, which help differentiate one organization from another. Zoho CRM recommends Users with Administrator's privilege to customize these company specific details, so that all users under an ...
Zoho CRM 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 ...
Zoho CRM Managing Zoho 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 ...
Zoho CRM Set up your Organization Account
As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, which will be visible to all users across the departments. You will ...
Zoho CRM Keyboard Shortcuts in Zoho CRM
Keyboard shortcuts are combinations of key presses that perform specific actions or functions within a system, allowing you to execute commands quickly and efficiently. Instead of using a mouse to navigate menus and click on options, keyboard ...
Zoho CRM Revamped Setup Page 2023: Transition guide
Overview We're excited about the recent revamp of Zoho CRM's setup page, a change aimed at enhancing your user experience. This document serves as a quick guide to help you navigate the updated features and layout, ensuring a seamless transition. The ...