Page 8 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Custom modules
Standard modules
(depending upon your organization)

Accounts Appointments

Projects Closures

Zoho CRM terminology

Business can be a minefield of jargon. Listed below are some key terms and
their definitions in Zoho CRM:

Leads are the raw details about unqualified contacts or sales opportunities for your
business. They can be collected from web forms, seminars, advertisements, and other
marketing campaigns and can be both individuals and organizations. Sales reps will
follow up on leads and if they are qualified, they will be converted into accounts,

contacts, and deals in Zoho CRM.

Accounts are the companies or departments with which your organization is currently
doing business or is planning to do business. In a typical B2B scenario, accounts are very
important for keeping track of important company information.

Contacts are the people in a company with whom your organization communicates.
In Zoho CRM, contacts are often converted from qualified leads. In Business-to-Consumer
(B2C) transactions, the contact is the most important information for new customers,
whereas in Business-to-Business (B2B) it may be just one piece of information you have
for the organization with which you are doing business.

Deals (opportunities) are the most important records to generate revenue in a sales
organization. In a typical B2B organization, all deals will undergo a complete sales cycle,
which starts with identifying a potential prospect or lead and ends when
prospects are won or lost.

Zoho CRM Resources 7