Getting started with Zoho CRM Plus
Understand and navigate the CRM Plus dashboard
The CRM Plus dashboard is the central place from where you can access all the 16 applications included in the suite. Instead of logging into separate tools for your needs, all your teams including sales, marketing, support and operations, at all ...
Zoho CRM Plus - An Overview
Many organizations use different software systems to manage emails, calls, customer relationship management, etc. for their sales, marketing, and support teams. Since customer information is in silos, it's difficult to understand customer behavior, ...
Glossary
360° customer view A consolidated profile of the customer curated from sales, marketing and support experience with them. Administrator A user who has access to manage other users, their account privileges, configure settings and the applications in ...
Set up your admin panel
As your business grows, you will experience challenges in security and user administration. The more users you have, the more important it is to securely identify them and determine their level of access. The solution for effective security and user ...