Page 7 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

You can separate the tasks you perform in Zoho CRM into one-time setup and
ongoing maintenance tasks:

One-time setup tasks Ongoing maintenance tasks

Configure personal and company settings Manage data administration

Handle automation of tasks and other
Set security options
processes inside Zoho CRM

Customize the components of Zoho CRM Manage Zoho CRM subscription

Send invites and activate users for the Set up and manage territories
organization’s Zoho CRM account. (if required)

It is important to define your organization’s sales process before you start to set up Zoho CRM.
You can use modules to categorize and keep track of various aspects of your business such as Sales,
Marketing, Customers, Products, and Events. These appear as tabs and are either standard modules
or custom (user-generated) modules.

Some of the common standard and custom modules are listed below:

Custom modules
Standard modules
(depending upon your organization)

Leads Insurance

Contacts Apartments

Deals Prospects

Zoho CRM Resources 6