Welcome to Zoho CRM!
Take a quick tour of your CRM account and its key features.
Explore Zoho CRMTime to Complete: 5 minutes
This tour is best viewed in a device of resolution 1200px X 800px or higher.
That's it!
We have come to the end of this tour. It's now time for you to begin
your Zoho CRM journey!
This is your main home screen. Take a quick look at the progress of your CRM activities and get an overview of how your business is performing. You can customize which components are included on the Home tab.
In Zoho CRM, data is categorized into different Modules based on similarity of data.
Click here to view more modules.
Leads, Contacts, Accounts, Deals, and the other segments you see here are default modules.
Each individual entry in a module is called a record.
In addition to default modules, Zoho CRM also enables you to create your own custom modules to suit your unique needs.
Leads are individuals or organizations who are interested in your products and services and have the potential to become customers.
Contacts are the people in an organization who you communicate with about business opportunities.
Accounts are the companies or departments within a company which you have business dealings with.
Deals are business opportunities with organizations that may eventually turn into sales.
Click here to view your leads.
You can view all your leads and key details about them in your Leads List View.
You can also define which fields are displayed in the list view.
Click here to view this lead.
The Leads Details page allows you to know your leads inside out and plan your lead nurturing strategies to address their needs.
You can convert your nurtured leads who show interest in doing business with you into contacts.
Click here to convert this lead.
You can associate accounts and deals when converting your leads into contacts.
Click here to complete the lead conversion.
Click here to view your deals.
You can also create deals and then associate them with accounts and contacts if required.
Click here to create a deal.
The fields marked in red are mandatory fields. All the mandatory fields must be filled in to create the deal.
This applies to all the default and custom modules.
Click here to create this deal.
Click here to view your settings.
Zoho CRM empowers you to make it truly yours with an array of customization features on the Settings page.
You can manage your individual account details like name, role, address, and more.
This section consists of details about your company such as the company name, URL, and logo.
This option enables you to add your team members to your CRM account as users.
This option enables you to assign roles and define access levels for your users.
This option enables you to customize your modules and fields to align with your unique CRM needs.
Many repeated CRM activities can be automated based on conditions specified by you.
Data Import lets you import data from external sources into your Zoho CRM account.
Data Export lets you export data from individual modules to your local storage.
Zia is an AI-driven sales assistant that optimizes your CRM data to deliver key business information such as sales predictions, suggestions, and alerts.
- Home
- Modules
- Custom Module
- Leads
- Contacts
- Accounts
- Deals
- Leads List View
- Leads Details View
- Lead Conversion
- Deal Creation
- Settings
This tour takes you through
the CRM desktop app and was built for a desktop viewing experience.
Please switch to a desktop device to take this product tour.
