CRM | Getting Started | Knowledge Base

Getting Started
Zia capabilities now available in the Professional edition announcement
Hello all! The Professional edition now supports a broader set of Zia capabilities, enabling teams to bring AI into more of their everyday CRM work. From writing assistance and summaries to setup support, predictions, and recommendations, Zia can now ...
Platform widgets in Zoho CRM iOS app
Widgets are small, interactive UI components that you can add to your home screen or lock screen. They serve as quick access points to features or information you use frequently. For example, a weather widget is commonly used on mobile devices to ...
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, ...

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