Zoho CRM Admin: Learn to Master Business Sales step-by-step

Edit campaigns in Zoho CRM by updating fields such as budget and expected revenue, then save changes and close related tasks like a newsletter design.

Learn to associate leads or contacts to a campaign through an import in Zoho CRM, including preparing an Excel file, mapping fields, and overwriting duplicates.

Learn how to add and upload a user photo to a Zoho CRM admin account by navigating to settings, selecting change, choosing a file, and cropping for fit.

Learn to manage allowed IPs in Zoho CRM, restricting user access to IP addresses via setup and security control, adding static IPs for users, and saving or removing entries.

Edit company details in Zoho CRM admin by entering the company information, including number of employees, phone and fax numbers, address, currency, time zone, administrator, and uploading the logo.

Learn to manage users in Zoho CRM by adding new users with name, email, function, and profile, sending invitations, and converting unconfirmed users to active while monitoring license availability.

Create and clone profiles in security control, then edit module level permissions to set visibility, create, edit, delete, and share access across leads, contacts, accounts, and invoices.

Learn how to assign and modify user profiles in social CRM within Zoho CRM admin, including selecting the marketing manager profile and confirming updates.

Learn how to delete profiles in Zoho CRM Admin by using security control, deleting the community manager profile, and transferring to a standard profile before removal.

Explore data sharing settings in Zoho CRM admin, configuring private by default, peer sharing, and visibility rules by role to control record access across modules.

Create data sharing rules to control who can access contacts by roles and subordinates, set read, write, and delete permissions, and update the system to apply exceptions.

Learn how territories define access to accounts, contacts, and deals by criteria-based automatic assignment, with accounts able to belong to multiple territories and territory management taking precedence over role-based management.

Create territories in territory management, assign a territory manager, set permissions, and define criteria by annual revenue or geographic rules such as billing country Spain.

Set up the home tab by choosing customize view over classic, add a pipeline by stage dashboard, and display today’s events and weekly activities via the activities module.

Organize modules through customization by selecting visible models, rearranging order, and moving unused items to unselected tabs, then save to apply a streamlined module set.

Learn how to rename modules in Zoho CRM by hovering over a module, choosing rename, and saving changes, such as changing contacts to client and accounts to companies.

Learn how to customize the leads module layout in Zoho CRM by editing sections, arranging fields with drag-and-drop, choosing column formats, and moving fields between sections.

Preview modules in Zoho CRM admin to see how module layouts and fields appear for different user profiles, such as administrator, sales manager, and marketing manager, and adjust access accordingly.

Discover how to create tab groups in Zoho CRM admin, ten groups, assign modules such as emails, leads, deals, and set profile-based access for administrators, sales managers, and marketing managers.

Create and manage web tabs by adding web apps as system modules in Zoho CRM, with up to ten tabs, each having a unique name and a web address.

Create custom fields in Zoho CRM admin, including a single-line text field, an email field, and a phone field, and save the layout in the leads form.

Create a lookup field in the cases module to associate cases with leads, using customization modules, drag and drop, label the field, set a related list, and save.

Learn how to map lead fields to account, contact, and deal in Zoho CRM by selecting modules, ensuring field type compatibility, and transferring only relevant data.

Edit the terms and conditions field in the quotes module, set 30 days expiry after issue date, and require bank transfer; replicate steps for orders and invoices.

Create a checkbox field in the quotes module and propagate it to invoices and sales orders, labeling it 'Shipping costs discount' and verifying the field in each module.

Map fields across the quotes, sales orders, and invoices modules in Zoho CRM, using convert quote mapping to align custom fields like shipping costs and discounts for automatic data transfer.

Learn to customize the lead business card in Zoho CRM Admin by selecting up to five fields, like website and lead status, then set their display order.

Learn how to add photos to records in the contacts module by selecting a picture from your computer and attaching it to a contact’s record, enabling quick client recognition.

Organize page details in the contacts module by changing the order of related lists, selecting which lists to display (emails, campaigns, products), and saving changes to apply the integration.

Explore how to use custom views to filter deals, count records, and apply date, stage, and type filters to identify new business opportunities in Zoho CRM.

Mark views as favorites in the deals module by clicking the star to create a favorites section for quick access to views from created by me and shared with me.

Discover how to create links in Zoho CRM, including a Twitter link in the contacts module, to access a contact's Twitter profile with role-based permissions.

Learn to create mail templates and template folders in Zoho CRM admin, set folder visibility, and store templates for sending custom emails to contacts or leads.

Master editing email templates in Zoho CRM Admin by adjusting the reply-to address, preserving the template's module association, and adding contact information for customers.

Learn to create mail merge templates in Zoho CRM, store them in the public folder, insert module-based merge fields, and verify templates with an office opening invitation example.

Send mail merge templates in Zoho CRM by loading a Word template, inserting merge fields, previewing, and sending personalized emails using the contacts’ email field.

Learn to use the Social CRM default inventory templates and create an inventory templates folder, then set privacy and access for storing offers, quotes, invoices, sales orders, or purchase orders.

Export Zoho CRM reports to Excel, ensure export permissions for accounts and deals, and create charts like vertical stacked bars or lines using deal IDs and record counts.

Create a dashboard from a previously created report by selecting the folder, naming it deals 2016, and embedding the chart in a web page for the home view.

Create dashboards from the CRM gallery by selecting a source, choosing a chart type such as a pie chart, and configuring privacy and fields to display total sales by user.

Import records into Zoho CRM by mapping Excel fields to CRM fields, assigning owners, and handling duplicates, while ensuring mandatory fields and optional manual lead approval; review the import summary.

Learn to initiate and manage Zoho CRM backups in admin, export company data, track free and paid backups, and download data via a time-limited backup email.

Learn to configure time-based workflow automations in the deals module in Zoho CRM: trigger an email one hour after rule execution and create a customer feedback task seven days later.

Create a workflow automation in Zoho CRM to update the deal owner field when a deal meets amount conditions, selecting the deals module and applying an instant field update.

Master auto-response rules in Zoho CRM by creating and activating web-form triggered emails for leads, contacts, and cases, with criteria like lead source and status.

Set up approval processes in Zoho CRM to govern deal creation and modification, defining criteria, timing, role-based approvals, and activation controls.

Learn to create case escalation rules in Zoho CRM by defining criteria (new stage, high priority), selecting business hours, and automating 8-hour escalations to designated assignees with notification templates.

Learn how assignment rules automatically route leads created via imports or web forms in Zoho CRM by defining criteria, selecting owners, and adding a follow-up task.

Learn how to upgrade to Zoho CRM Plus, select editions, create a portal, choose payment terms, enter licenses, and access Social CRM Plus applications for marketing and customer support.

Learn to attach documents to a Zoho CRM record from documents, desktop, Docs account, and Google Drive, compare storage impacts, and manage attachments with download or delete options.

Learn how to use Zoho sheet view in the leads module to view, edit, and add records with mandatory fields, save changes, and avoid duplicates within a 100-row sheet.

Identify duplicates using defined search criteria and the duplicate option. Merge chosen records into a master with related attachments, activities, and products preserved.

Mass update records in Zoho CRM by selecting all leads in the 'not contacted' view, opening the mass update option, and changing the lead status to 'contacted'.

Learn to run macros to update lead status to contacted, either on a single lead or across multiple leads, and monitor each action's execution.

Learn to work with macros in Zoho CRM Admin by viewing leads, updating fields such as rating and email opt-out, sharing macros with other users, and deleting unused macros.

Configure the Zoho Mail add-on in Social CRM by selecting a mailbox, setting privacy (private, public, or per-record), and adding a CRM tag with advanced labels and folders.

Enable email tracking in Social CRM to monitor sent, delivered, and opened emails, view templates, and access analytics and template performance across contacts.

Set up the BCC Dropbox in Zoho CRM admin to attach emails from external clients to contact or lead records and test the mapping by selecting a search pattern.

Edit products in Zoho CRM's products module by hovering a field or opening a product record; set unit price to 175 euros and level to 12 units, then save.

Associate products to notes, price books, activities, attachments, cases, social contacts, lease deals, and accounts; learn to create a meeting and invite participants to link products to records.

Create a price book in Zoho CRM by opening the price book module, naming it for the July 2016 campaign, and selecting a pricing model with a brief description.

Create a differential price book, set the name, select the differential pricing model, define unit ranges and discounts, and link the price to products.

Create a flat price book in the price books module, name the record, and set unit-based discount ranges that vary by unit count, averaging discounts per unit.

Learn to delete price books by selecting the check boxes and clicking the trash icon to remove inactive price books from the system.

Associate price books to products by selecting products in the price books module, entering their list prices, and using these price books for quotes, orders, and invoices.

Learn to import list prices by mapping product codes in an Excel file to a price book, update existing products, and verify imported prices in the differential standard price book.

Use the quotes module to send quotes to customers by selecting a quote, choosing a template, and emailing a pdf attachment. The status changes from draft to sent after sending.

Access the quotes module to view a delivered quote, then log and schedule a call as an activity to capture quote feedback, with the quote automatically linked to the call.

Learn to automatically convert sales orders into invoices using a workflow, including creating a role, setting the status to approved, and sending invoices to customers.

Create invoices from sales orders in Zoho CRM by using the invoices related list; preloads data from the sales order, copies billing to shipping address, and sets 30-day due date.

Learn to manage purchase orders by acting on stock below reorder level: verify warnings, auto-generate purchase orders, select vendors, fill order details, and email the purchase order with a template.