This guide by Zoho gives an in-depth look at Zoho CRM Data Administration. In this module, you will learn common CRM operations and types of operations.
“As a Zoho CRM administrator, you may need to help your sales team members transfer data between Zoho CRM and external applications and vice versa. Apart from this, you can perform different types of actions in Zoho CRM records like create records, search records using different filters, import records, capture records from website, and so on. We will take a look at each of these actions in detail in this module.”
Basic understanding of operations and functions of Zoho CRM is a must from the beginning. These building blocks are essential for setting up a properly functioning CRM. Without these, depending on how long your CRM has been running it can take many man-hours to set it up the right way.
The following topics are covered for Zoho CRM Data Administration:
- Common Operations
- Record Navigation
- Search Records
- Different Types of Module Views
- Field Mapping for Lead Conversion
- Recycle Bin
- Exporting Data
- Web Forms
- Data Migration
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