The Zoho CRM QuickStudy Guide

Transcription

1 The Zoho CRM QuickStudy Guide Using Zoho Everyday 13 How Did Quick Get Included in the Book Name? Understanding Why Using This QuickStudy Guide Hey, Don t Skip This What is CRM? Is Zoho the Right Choice? How is Zoho CRM different than MS Outlook or Gmail? Which Zoho CRM Edition Do You Need? Everyday Scenario Getting Started with Zoho CRM Logging In Zoho Screen Elements Menu What is a Module? Getting Started Leads Leads List View Left Filter Panel Leads Detail View Editing Records Lead Detail Layout Moving Around Notes Other Related Items Interacting with the Lead ing Understanding Activities Task Event Call History Moving Between List View and Detail View Viewing Activities Activities List View Calendar View Working with Activities Working with Activities in Detail View Completing Activities in List View Recent Items Checking the Social Stream Working with SalesSignals Converting Leads to Contacts Contacts Duplicating Contacts Creating New Contact Records

2 Accounts Account Fields Deleting Records Deals Updating your Deal Searching Your Database Changing Fields that Display in Search Results Search by Alphabet List Views 71 Working with the List View Selecting Single Records Modifying List Views Filtering Records Using the Smart Filters Creating New List Views Last Activity Time Search Criteria Operators Advanced View Criteria Scenarios Have too many view names? Import Data Import vs Migrate To Import a Spreadsheet File Preparing the Excel File Assigning Record Ownership Formatting Date Fields Preparing Number or Currency Fields Preparing Check Mark Fields Final Clean Up Recommendations Before Importing Converting the Excel File to.csv file Time to Import the Prepared File Updating the Associated Modules Limited Practices What else can you do with List Views? Tools Mass Transfer Mass Delete Mass Update Mass Convert (Leads Module Only) Assignment Rules Mass Schedule Mass Autoresponders Approve Leads (or Contacts) Deduplicate Leads (or Contacts or Accounts) Zoho Sheet View aka Export Print View

3 Using Tools on Selected Records Run Macro for Selected Records Send Mail to Selected Records Create Task for Selected Records Tools Option for Selected Records Mass Update Selected Records Change Owner for Selected Records Update Response for Selected Records Print Mailing Labels Mail Merge to Selected Records Share Selected Records Revoke Sharing Delete Selected Records Using Tools on the Current Record Clone Current Record Share Current Record Delete Current Record Print Preview Current Record Find & Merge Duplicates Mail Merge from the Current Record Meet Now! Run Macro Customize Business Card, Organize [module] Details, Add Related List 114 Home View Customizing Your Home View Reviewing Other Modules 121 Activities Module Events Completing Events Tasks Completing Tasks Calls Completing Calls Feeds Left Filter Panel Options for Feeds Chat Reports Creating Reports Adding a Chart Creating Report Folders Scheduling Reports Dashboards Campaigns Campaigns Scenario Zoho Campaigns App Scenario

4 Documents Folders Managing File Revisions s s on the Lead or Contact Record Mail Magnet Module Cases Activities for Cases Timeline Solutions Inventory Management Products Associating Products Importing New and/or Updating Existing Products Price Books Vendors Quotes Quote Header/Footer Info Product Details Tools, Print Preview Tools, Export to PDF Tools, Send Mail Convert to Sales Order or Invoice Sales Orders Invoices Purchase Orders PO Tools Menu Forecasting Social Monitoring Setup-General Setup 193 Getting Set Up Tools, Setup, General, Personal Settings Company Details Settings Module POP vs. IMAP Google Apps Outlook SalesInbox BCC Dropbox Insights GameScope Setup-Users and Control 215 6

5 Users & Control Users CRM Plus Accounts Groups Activate Users Security Control Profiles Roles Data Sharing Settings Data Sharing Rules Zoho Mail Add-on Users Back to Users Territory Management Methods for Sharing Records Territories Territory Rules Assign Territories Setup-Customization 235 Module Basics A Word of Caution Definitions The Layout Designer Arranging Your Layouts Some Thoughts on Field Design and Layouts Sections Custom Fields Field Types Single Line Multi Line Phone Pick List Multi Select Date Date Time Number Auto Number Currency Decimal Percent Long Integer Check Box URL Formula Lookup

6 Field Properties Required Fields Unique Fields Set Field Permissions Creating Matching Fields for Leads Mapping Lead Fields Modifying Field Properties Adding and Updating Pick List Options Working with Lookup Fields Managing Related Lists Working with Formula Fields Formula Calculation Working with Existing Fields The Field List Removing Fields from the Layout Modifying Deal Stages Assigning Probabilities Defining Contact Roles Module Summary of Changes Creating Alternate Layouts Alternate Layout vs Field Permissions Creating Links & Buttons Links Buttons Creating Custom Modules Tweaking associated settings for your new module Tab Settings Organize Modules Tab Groups Web Tabs Rename Modules Mail Templates Templates Some Template Formatting Thoughts Including a Zoho Survey Link What is the Footer Used For? Manage Template Folders Template Analytics Inventory Templates Making More Elaborate Quote Formatting Changes Mail Merge Templates Copy Customization Setup-Automation 293 Automation: Making Your Team More Productive Workflow Automation

7 Workflow Creating a Workflow Macros Schedules Web Forms Auto-Response Rules Unsubscribe Form Assignment Rules Case Escalation Rules Approval Processes Setup-Extensions & APIs 327 Zoho Apps Advanced CRM Gamification (aka Motivator) Zoho Projects Zoho Support Desk Zoho Survey Zoho Writer Zoho Finance Suite Build Custom Apps Visitor Tracking (aka SalesIQ) Advanced CRM Analytics Setting up Zoho Campaigns Setting up Zoho Campaigns Connecting Google Apps to Your Organization Setting Up Individual Users Setting Up Google AdWords Integration Social Integration Marketplace Others Plug-in for Microsoft Outlook Phone Bridge Mobile Apps Plug-in for Microsoft Office APIs Setup-Data Administration 347 Import / Migrate Import History Export Export Data Data Backup Storage Usage Recycle Bin Audit Log That s It

8 Appendix 353 My Today Activities View Preparing Excel Files Proper () Function Text to Column Concatenate Formatting the ZIP code field Removing Non-printing Characters Procedures 363 Index