Introduction to Zoho CRM
How to use Zoho CRM's knowledge base
Stuck and want to help yourself? You're in the right place! Welcome! You can use Zoho CRM's official knowledge base to find quick answers when you're stuck or exploring features. This document itself is one such article in the Zoho CRM knowledge ...
Understanding Admin Hierarchies : Super Admin, Teamspace Admin & Team Module Admin
Introduction As Zoho CRM evolves into a platform designed to foster collaboration across business functions—thanks to the new CRM For Everyone update—maintaining security, clarity, and productivity across all teams is increasingly critical. When ...
Introduction to Zoho CRM
What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
Begin your Admin Journey
What is Your Role as an Admin? As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully. There is a list of activities that you must perform to utilize the ...
Understand your CRM Account
Key CRM Terminologies In any business environment, there are terms such as Leads, Deals, Campaigns, Invoices, etc. Following are the list of such terms and their definitions as used in Zoho CRM. You can refer to more such terms in the Zoho CRM's ...
Specifications in Zoho CRM
Zoho CRM Editions Zoho CRM is a cloud based application that offers five different editions each comprising of different features focusing on specific business needs. Free Standard Professional Enterprise Ultimate Each edition is priced differently, ...