Managing Profile Permissions
Defining users' permissions in CRM based on their roles in your company is very important. In this lecture we'll go deeper into permissions and specifically look at:
- A tour of the profile permissions page.
- How to manage user permissions.
Managing Accounts In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An ...
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
Working with Campaigns
Campaign management allows you to plan, and keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns ...
Personal Settings First, personalize your CRM account by changing language and time zone. Also, add your personalized signature to be used for business emails sent via Zoho CRM. Organization Settings Company details: Add your company details such ...
As part of the marketing automation, Zoho CRM provides Campaign management, Email marketing, and Web Forms (to generate leads, contacts, and cases) which are useful for integrating your organization's sales and marketing activities. With the Zoho CRM ...