Page 29 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

SCENARIO #2

Importing data to particular modules

Leads in your organization may be gathered from many dierent sources (campaigns, surveys, web

forms, etc.). Traditionally, all the lead details would have to be entered manually into the CRM.
All this lead data can be imported directly into a specific module in Zoho CRM via .csv file.

SCENARIO #3

Gathering data from web forms

Imagine that your organization needs to collect data from people who are interested in trying the
demo of your product and save it in Zoho CRM. This data will be used in the future by the sales team
in the sales process.

In Zoho CRM, you can:

WWW

Email id * *

Build and generate Specify form details Embed the forms on
web forms. your website

Summary

This guide covered how to set up the basic features in your Zoho CRM account as an administrator.

The key takeaways are:

• Set up personal details and company profile details.

• Update the fiscal year, business hours, and currencies.

• Define roles, profiles, and users.
• Set up data access.

• Define and set up role hierarchy to determine who can access data.
• Territory management.

• Group users, roles, etc.

• Basics of customization.
• Data migration and gathering data from various sources.

Zoho CRM Resources 28