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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

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.