Help Video
Manage your CRM data using modules and layouts
Structure your CRM data using modules and layouts in Zoho CRM See also: Customizing Modules Customizing Page Layouts
Marketing Attribution
Marketing Attribution feature to be discontinued The Marketing Attribution feature has been discontinued for new users as of July 21 and will be retired for existing users by December 31. Analyze, understand, and measure your marketing campaigns in ...
Review process
Verify information that enters your CRM system Help guide: Review Process
Webform A/B testing
Compare and A/B test different versions of your webforms in Zoho CRM Help guide: Webform A/B Testing
Webform Analytics
Analyse, measure and enhance your webforms based on various metrics in Zoho CRM Help guide: Webform Analytics
Assignment Rules
Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
Fields in Zoho CRM
Manage and customize different fields in your CRM account. Help guide Field level customization Customizing fields
Workflow rules
Automate your organisations' everyday sales and marketing activities. Help guide Automating Workflows - An Introduction Workflow management
Actions - Webhooks
Creating Webhooks Help guide Creating Webhooks
Actions- Functions
Associating functions for automating sales and marketing activities Help guide Associate Functions
Actions- Email notifications
Setting up email notifications Help guide Setting Email Notifications
Actions - Tasks
Creating workflow tasks in Zoho CRM Help guide Creating Workflow Tasks
Actions - Field updates
Setting up field updates Help guide Setting Field Updates
Introducing Actions in Zoho CRM
Create actions to automate your sales and marketing activities. Help guide Configuring Automatic Actions
Copy customization
Replicate your Zoho CRM customization in other CRM accounts. Help guide Copying Customization
Actions
Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
Roles
Manage data access permissions among users in CRM by assigning roles Help guide Managing Roles
Forecasting
Assign and monitor targets based on organizational or territorial hierarchy. Help guide Working with Forecasts Creating Forecasts Standard Fields in Forecasts Forecasts Based on Role Hierarchy
User Management
Define and manage who has access to your CRM account Help guide Adding, Modifying, and Re-inviting Users Activating and Deactivating Users Deleting and Transferring Users
Business Hours
Define the business hours and various shift hours of your organization Help guide Manage Business Hours Create Shift Hours Add Holidays for Different Shifts
Data Backup
Keep CRM data safe and always accessible with Data Backup Help guide Requesting Data Backup
Profiles
Manage feature access permissions for users in CRM by creating profiles Help guide Creating Profiles Managing Profile Permissions
Zoho Sales IQ Integration
Engage your website visitors better by getting real time notifications of each visit Help guide Visitor Tracking with Zoho SalesIQ - Overview Setting up SalesIQ Integration
Page Layouts
Manage different business divisions in your organization with Page Layouts Help guide Working with Page Layouts
Web Forms
Capture visitor information directly from the website using Web Forms Help guide Web Forms - An Introduction Setting up Web Forms Including Opt-in Checkbox in Web Forms for Consent
GDPR Compliance
Enable GDPR Compliance and protect your customer data from unauthorized access Help guide GDPR and Zoho CRM - An Introduction Consent Management Data Subject Rights Data Privacy
Assignment Rules
Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules
Telephony
Make and manage calls with your customers from CRM using Telephony Help guide Telephony - An Introduction Working with Telephony
Signals
Get real-time notifications on customer interaction with Signals Help guide Signals - An Overview Enable Signals View Signals
Blueprint
Create a mirror image of the entire business process with Blueprint Help guide Blueprint - An Overview Designing a Blueprint Executing a Blueprint
Approval process
Define Approval Process for records Help guide Approval Process: an Overview Adding an Approval Process Associating Actions for Approval or Rejection
Validation Rules
Ensure the accuracy of data that enters CRM using Validation Rules Help guide Working with Validation Rules Exceptions to Validation Rules
Subforms
Add subforms to the modules to include additional information Help guide Building a Subform
Interlinking modules
Interlink different modules to establish relationship between databases Help guide Many-to-Many Module Association in Zoho CRM
Gamescope
Bring some fun and competition in your sales with Gamescope Help guide Gamescope - An Overview Configuring Gamescope Settings Using Gamescope
Data Migration
Bring-in data to Zoho CRM from other sources using Data Migration Help guide Data Migration - An Introduction Migrating Data from Other CRMs Migrating Data from Salesforce
Data Import
Import data into Zoho CRM from various sources Help guide Importing Data to Zoho CRM Viewing Import History
Scoring Rules
Prioritise your leads, deals or contacts with Scoring Rules Scoring rules help qualify prospects based on various parameters such as their behavior, insights, attributes, or other key details of their persona. The higher the score, the more likely ...
Email templates
Design customized Email Templates Help guide Creating Email templates
Conditional Layouts
Make the layouts dynamic using Layout Rules Help guide Creating Conditional Layouts