What should I do after logging into Zoho CRM first time?
1.Add Additional Users
– Go to Setup, admin setup, users – add users. Users will receive invitation
e-mail to join the organization group
2.Remove Unwanted Tabs
– Go to setup, Tab settings, organize tabs, remove that tabs that are not
required for your business process
3.Rename Tabs
– You can rename tabs as per your business process. Goto setup, tab settings,
rename tabs
4.Currency & company logo
– Go to setup, company details, edit and upload your company logo and change
the currency locale
5.Time Zone, Country &
Language – Go to setup, personal settings, account
information, edit and change the locale information
6.Adding additional fields to
each module – For example, to add fields in Leads
tab, goto setup, lead settings, field list, select the field type, name it and
save the field
7.Removing Default Fields
– For example, to remove fields from the Leads tab, goto setup, lead settings,
edit page layout, mouse over the field, and click on “X” icon to remove the
fields
8.Editing Existing Pick List
Fields– To edit the default pick list values, go
to setup, Lead settings, field list, click on Edit against the pick list field,
add/remove the field values and save it. Same is applicable for other module
pick list fields
9.Mandatory Fields
– For example, to make few fields as mandatory in Leads tab, goto setup, lead
settings, edit page layout, mouse over the field, edit and check the mandatory
check box
10.Dependent Field Mapping – You
can associate 2 pick list values. Pick List B can be dependent on Pick List A.
Go to setup, Lead settings, field list, click on “Dependent Field Mapping” icon
on the top. Select Pick List A & Pick List B. Now, select the value in pick
list A and select the dependent fields values from B. For example, Pick List A
can have “1, 2, 3” as values and Pick List B can have “Apple, Orange, Banana,
Carrot, Radish”. For value 1, you can select Apple & Orange only to be displayed
and for value 2, Banana & Carrot and for value 3 Radish.
11.Additional Section In Module
– For example, to add additional section in Leads tab, goto setup, lead
settings, edit page layout, create new section, name & save the fields.
Drag/drop the required fields in that section and save the layout
12.Capture Leads directly from
website – If you would like to capture the data
submitted in your website as Leads, go to setup, lead settings, “Web to lead”,
follow the steps, generate the html code and embed the code in your website. If
you would like to capture the data as contacts, goto setup, contact settings,
web to contact
13.Assignment Rules
– To assign ownership automatically for leads captured from website, goto
setup, lead settings, assignment rules, create rule with criteria and associate
this rule in the “web to Lead” settings.
14.Setting Up Roles &
Profiles for Users – You can setup
organizational hierarchy using the roles. Go to setup, admin setup, roles. By
default you will see only CEO & Manager. You can add more roles (based on
the edition that you are subscribed). Manager cannot see “CEO’s” data. Profiles
restrict the feature access permission. You can restrict “export access, delete
access, customization option, etc”. Go to setup, admin setup, profiles, create
a new profile with restricted access and assign this to users.
15.Setting Up E-mail Templates
– Go to setup, templates, e-mail templates, create a new template for the
respective modules. You can automatically insert the data of Lead or Contact
from any fields. When you create new e-mail template, you will see “leads,
users, organization, etc” as drop down menu. Select Leads, which would list you
all the fields in Leads module. Select a field, copy the html code and paste it
in the template and save it.
16.Setting up Custom Views
– You can setup custom views for all the modules based on any field criteria.
For example, if you would like to create a custom view for “Leads”, click on
Leads Tab, click on “create view” link next to custom view drop down menu. Select
the columns to be displayed, specify criteria and save the view
17.Importing Leads Manually
– You can import leads using .xls or .csv formats. To import leads, go to
“Leads” tab, scroll down, lead tools, import my leads, select the file from
local disk, map the fields and import. Please note that mandatory fields in
CRM, should have data in the file that you are importing. If the mandatory
cells are left blank, we will ignore the full row data. To import leads for
other users, use the option, “Import my organization Leads” and have the lead
owners in a column in the file that you are trying to import
18.Workflow Settings – You
can setup Workflow rules and trigger e-mail notification to the users. Go to
setup, workflow settings, workflow rules, creates a new rule with the criteria
and save the rule. Go to setup, workflow alerts, create a new alert. Come back
to the workflow rule that you have created and associate the alert to that
rule. You can also setup, workflow tasks to trigger a task on any updates.
19.Related List Labels
– You can change the column display of the related list inside a module. Got
example, if you would like to change the columns of Contacts when you view
Account details, go to setup, tab settings, related list labels, select contact
module, select the columns to be displayed and save it. Do the same for rest of
the modules. Currently Tasks & Events are not supported
20.Field Level Security
– You can restrict the fields in each module based on the user profiles. Go to
setup, admin setup, field level security, select the module, profile and
uncheck the fields that you would like to hide for the users in that profile
21.Display of name
– You can change the display of name (First Name, Last Name) as (Last Name,
First Name). Go to setup, personal settings, Name Format, drag & drop the
fields are required.
22.Setting up Report Schedulers
– You can setup report schedulers, so that the
selected reports are e-mailed to the defined users in your organization. Click
on reports tab, new report scheduler, select the report name, time, start date
and save it
23.Home Page Customization – You
can switch between “Classic & Customizable” home page views. You can find
the option on the top right of the application. Classic is a static home page.
To see a snap shot of leads, potentials, tasks, events, etc. you can select
“Customizable” option and add/remove required components. To add a new
component, click on “Add Component” select the module and it will display all
the “Custom Views” in the Leads tab. Select a custom view, name the component
and save it. You can add upto 6 components in the home page
