Getting started
Basics of Zoho CRM
Step 1: Plan
Take a simple quiz to test your knowledge about Your tasks before getting data into CRM
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- Contents
- Overview
- Quiz
Step 1: Plan
0/2 VideosTotal: 27 mins
- 0:33Navigate
- 6:50Views and Filters
- 9:01Ways to configure CRM
Step 2: Implement
0/4 VideosTotal: 38 mins
Basics of Zoho CRM
Getting started with a CRM system might seem a little overwhelming at first. With a multitude of features and settings available, it can be hard to figure out what to do first. It takes time to familiarize yourself with the product, but it's not as hard as it sounds.
Getting started with Zoho CRM is simple. When you sign in to Zoho CRM for the first time, you will be asked to enter your company information. Once that is done, you'll have the option to fill your CRM with sample data so that you can experiment with the different features that are available before importing your live data.
In this video, we will get you started with Zoho CRM by explaining the terminology, the options you will see after you log in, the different navigation methods, and all the features that you can use to make Zoho CRM your own.
Topics
Navigate
The key to effectively using a CRM system is becoming familiar with the product. When you log in to CRM, the first page that you see is the home page, where you can monitor all the activities you have for the day. The tabs on the top are modules where you will add information about your leads, contacts, deals, and so on. All the CRM configurations are grouped under the Setup page.
Useful links:Understanding CRM
Views and Filters
Once you start adding data into CRM, you might need to sort, organize, or use filters to find the information that you need quickly. Manually searching for a piece of information every time is not always feasible. By default, Zoho CRM offers three types of views: List, Kanban, or Canvas that you can toggle between. When you are looking for a specific piece of information, you can make use of advanced filters. Advanced filters allow you to specify the criteria you want to use to display data.
Useful links:Module ViewsWorking with Advanced Filters
Ways to configure CRM
The main CRM settings are all found within the Setup page. Here, you can add personal and company information, configure email, social channels, and customize fields and templates. You can also automate your business processes using Workflow Rules and automation tools, and manage your data. In short, the setup page is the complete control panel of your CRM.
Useful links:Import DataConfiguring EmailAutomate using Workflow Rules
What is the first page that you see after you login to Zoho CRM?
Setup Page
Incorrect
Oh snap! The first page that you see after you login is the Home Page
Dashboards
Incorrect
Oh snap! The first page that you see after you login is the Home Page
Home Page
Correct
Well Done! The home page is where you can see your day-to-day tasks, events and stay on top of various metrics.
What are modules?
Provides a complete set of information about a customer.
Incorrect
Oh Snap! A record holds the complete set of information about a customer.
Various tabs in CRM where data of similar characteristics are stored in groups.
Correct
Well Done! A lot of default modules are available and new ones can also be created.
A single piece of data such as Name, Email, Phone, etc.
Incorrect
Oh Snap! The field contains a single piece of information.
How can relevant modules be grouped together?
Tab Groups
Correct
Well Done! Tab Groups lets you group the relevant modules together and avoid clutter.
Filters
Incorrect
Oh Snap! Filter helps in finding records in a module based on various parameters.
List View
Incorrect
Oh Snap! List view displays the records in a module based on a specific criteria.
What is Zia?
An automation tool
Incorrect
Oh Snap! Zia is an AI powered sales assistant, helping you with various sales predictions, recommendations, and alerts.
Notification channel
Incorrect
Oh Snap! Zia is an AI powered sales assistant, helping you with various sales predictions, recommendations, and alerts.
An AI powered sales assistant
Correct
Well Done! This AI powered sales assistant can help your everyday sales activities by offering sales predictions, suggestions, notifications and much more.
The permission to use various features in CRM can be defined using ________.
Roles
Incorrect
Oh Snap! Roles lets you setup the organizational hierarchy which defines how the data can be accessed by a user in CRM.
Profiles
Correct
Well Done! The permission to access various features in CRM is defined by Profiles.
Data Sharing Rules
Incorrect
Oh Snap! Data sharing rules determine with whom you want your data to be shared. These rules extend data access to additional users who belong to other roles and groups.
All the actions that are carried out in Zoho CRM, can be found in the ___________.
Audit Log
Correct
Well Done! Audit log lists the actions that are performed in CRM chronologically.
Timeline
Incorrect
Oh Snap! Timeline displays all the actions that are performed in a record.
Data Backup
Incorrect
Oh Snap! Data Backup lets you download a copy of your CRM data.
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