Page 2 - Getting Started Workbook for Admins
P. 2

Getting started Workbook for Admins














              Table of Contents



              1.      Introduction to CRM                                                       2

              2.      What is Zoho CRM?                                                         3

                         •     Security features                                                4

                         •     Administrator responsibilities in Zoho CRM                       5

              3.      Zoho CRM terminology                                                      7

              4.      Defining your organization’s sales process                                 8


              5.      Set up Zoho CRM for your organization                                     10

                         •     Personal settings                                                10

                         •     Company details                                                  12


                         •     Security control                                                 15

                                    Profiles                                                     15
                                    Roles                                                       17
                                    Data sharing settings                                       18

                         •     Users                                                            20


                         •     Groups                                                           21

                         •     Territory management                                             22

              6.      Customizing your Zoho CRM account                                         23


              7.      Migrating data to your Zoho CRM account                                   27

              8.      Summary                                                                   28















     Zoho CRM Resources                                                                                               1
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