Getting Started Workbook for Admins – Zoho CRM

This guide provided by Zoho covers the following for Zoho CRM

• Introduction to CRM
• What is Zoho CRM?
  • Security features
  • Administrator responsibilities in Zoho CRM
• Zoho CRM terminology
• Defining your organization’s sales process
• Set up Zoho CRM fro your organization
  • Personal settings
  • Company details
  • Security control
    • Profiles
    • Roles
    • Data sharing settings
  • Users
  • Groups
  • Territory Management
• Customizing your Zoho CRM account
• Migrating data to your Zoho CRM account