Master Zoho CRM: Sales, Automation & Management for Success

Create and import leads in Zoho CRM, fill mandatory fields, and capture lead source and status with contact and company details. Save or save and new to manage leads.

Sort leads by company or name in Zoho, apply and save filters for sources like cold call or advertisement, and switch views among all, my, and open leads.

Edit leads in Zoho CRM by updating owner, email, phone, and lead source from the lead detail view, then save changes; alternatively, edit the full lead from the leads list.

Learn how to add notes to leads in Zoho CRM, attach files or links, edit or delete notes, and save titles to capture conversations and details.

Attach files and links to a lead's record by editing notes or using the attach option, then upload, view, download, or delete attachments and links.

Create and manage lead activities in Zoho CRM by adding tasks, meetings, or calls, setting due dates, priorities, owners, reminders, and statuses; track open and closed activities and update progress.

convert a lead into an account and contact in Zoho CRM, with an optional deal, then view and edit the new account, contact, and their activity history.

Clone existing contacts to quickly create new ones under the same account, then update details such as owner, name, account name, email, phone, and lead source.

Learn how to create contacts on the fly without a preceding lead, including cloning existing contacts, attaching new accounts on the fly, and saving with required fields like last name.

Delete records with administrator permission, then restore them from the recycle bin within 60 days, while non-admin users can restore their own records and admins can permanently delete.

Create deals in Zoho CRM from accounts or contacts, filling required fields like deal name, closing date, amount, stage, and probability to analyze progress.

Explore Zoho CRM search features, including the all button, letter filters, and global search, to locate leads, contacts, accounts, and deals and refine results by type.

Explore how to use Zoho CRM reports to extract and customize data, including deal, lead, and campaign reports; edit fields like lead source and deal owner, sort, and export results.

Learn to create and configure an approval process in the deals module of Zoho CRM, covering stages, rules, approvers, and actions on approval or rejection.

Learn to create scoring rules in Zoho CRM to prioritize leads by pre-qualified status and source, assign positive or negative points, and automatically update old records and related data.

Learn how to create and customize workflow rules in Zoho CRM to auto-run actions like email notifications when leads are created or edited, with conditions and templates.

Create and configure assignment rules to route leads by country, such as USA, to a designated user, verify online status, and attach follow-up tasks before saving the rule entry.