Page 24 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Customizing your Zoho CRM account

Zoho CRM has a wide array of features so it is important to customize your setup to match your
organization’s business process. A customized CRM will increase productivity, simplify usage by

avoiding unnecessary features, and improve the CRM experience for the users.

Some of the customization options in Zoho CRM are:

Modules: Categorize and track various aspects of your business such as Sales,

Marketing, Customers, Products, and Events. Modules in Zoho CRM appear to
users as tabs.

Fields: Add new fields and set their access permissions according to your
requirements. These fields will be available to all users added to your organization’s
CRM account. You can also set field access permissions for users.

Templates: Zoho CRM provides various templates for quotes, invoices, emails, etc.
You can also create customized templates.

Zoho CRM Resources 23