Begin your Admin Journey
As a Zoho CRM administrator for your organization, your role is to deliver a trusted ecosystem to your employees where they can thrive successfully.
- Help your employees learn and use the CRM tools appropriately
- Customize the CRM platform according to your business needs
- Design automated processes to help sales reps work faster and focus on things that matter more
- Give your sales reps multiple channels to stay connected and interact with their customers
- Analyze business metrics and make the best use of the data
We will help you discover your roles and actions in implementing Zoho CRM for your organization in the below-mentioned sections:
- Setup your organization account
- Secure your CRM account
- Manage users, roles and permissions
- Customize your account
- Automate your business process
- Manage your CRM data
- Manage subscriptions
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Building Journeys Through Journey Builder
Important note: We recently introduced Path Finder- a journey discovery tool as part of our process management tool kit. So, in order to accommodate journey management activity as a whole, we have named the process management tool kit as ...Admin Tools for Configuration Management
Purpose and Scope CRM Administration is a challenging ride that primarily involves mapping your organization's problems to CRM solutions, followed by efficient execution or "configuration" of those chosen solutions. At this point, a key factor to ...Forecasts Based on Role Hierarchy
The CRM records are accessible to the users in an organization based on their roles. The user at a higher hierarchy will be able to view the subordinate's record, that is, the record visibility is per the role hierarchy. A role hierarchy has multiple ...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 ...Creating Forecasts
Configure Forecast Settings At first, a user with administrator profile has to configure the organization's forecast settings in the Zoho CRM account. The settings include: Target Period of Forecast (Monthly or Quarterly). The start month of the ...