Page 9 - Getting Started Workbook for Admins
P. 9
Getting Started Workbook for Admins
The Activities module in Zoho CRM allows you to create, organize, and associate
business tasks, events, and calls. Each record contains information on the date, time,
priority level, and notification parameters for the activity associated with it.
Forecasts are factual insights for making informed business decisions and can help you
anticipate future sales. They provide a personalized, real-time view of your business for
tracking and fine-tuning your sales process and an overall picture of the company’s sales
pipeline and the individual performances of the sales team.
Defining your organization’s sales process
It is important to define the steps required for closing a deal in your organization.
Some of the sample stages involved in a sales process are below:
STAGE WHAT IT MEANS
An individual or an organization prior to
Unqualified account/contact
becoming a probable lead.
Details of an individual or organization
Lead received from a lead source which shows
potential to become a customer.
Successfully converted leads become
Contact/Account
contacts or accounts.
Generates real revenue for your
organization. Will evolve through dierent
Deal sales stages such as Prospecting,
Qualification, Needs Analysis, and Value
Proposition.
Based on whether the deal is successfully
Prospect Won/Lost
converted or not.
Zoho CRM Resources 8
