Getting Started
Billing and Payments
Watch this video to understand some of the important billing and payments functionalities, such as: Subscribing to Zoho CRM Paid Editions. Subscribing to additional users. Changing the edition and more.
Data Import, Export, Storage and Bulk Operations
This video covers some of the important administrative functionalities specific to data such as: Data Import, Export, Backup Operations, Storage. Performing bulk operations.
Module Customization
Apart from the set of predefined modules like Leads, Contacts, Deals, etc., you may have certain requirements specific to your organization. Watch this lecture that explains module customization in Zoho CRM with an example.
Customization - An Overview
Apart from a predefined set of modules, fields and email templates Zoho CRM comes with a facility for you to customize your CRM to suit your exact business needs. For example, you can: Modify some of the pre-existing fields. Add new modules and more.
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.
Adding users and creating profiles
In this lecture, you will learn how to manage users and profiles, which includes: Adding users to Zoho CRM. Associating profiles to users. Creating roles.
Company and personal settings
Watch this lecture to know how you can set up your organization and personal settings. Personal settings define the details of each user such as name, email address, etc.
Zoho CRM Setup - A Quick Tour
This will help you understand and work on major administrative settings available in Zoho CRM, such as: Defining organization and personal settings. Creating users, roles, and groups.
Resources
Resources Know about various Zoho CRM resources available to you and where you can find them so you can keep learning. Watch this lecture that will cover: An overview of all the Zoho CRM resources. Add-ons and third-party integrations that are ...
Common Operations
Import Import records in your CRM account from external sources, if you already have the data. You can either import records assigned to you or import records that are assigned to other users by using the Import My Organization Records option. ...
Product Customization
Customize modules Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties. Layout Name/rename Field section - drag and drop fields inside the layout Field ...
Account Setup
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 ...
Empezando
Empezando Aquí, se le presentará una serie de funciones y conceptos útiles que lo ayudarán a comenzar a trabajar con su cuenta CRM. Le proporcionará la información necesaria para completar las tareas esenciales necesarias para comenzar y aprovechar ...
ZOHO CRM Guía de Usuario
Zoho CRM: descripción general Zoho CRM es un software de gestión de relaciones con el cliente (CRM) bajo demanda para gestionar las relaciones con sus clientes de forma eficiente. Es eficiente porque Zoho CRM ayuda a optimizar las funciones de ...