Zoho CRM Data Administration

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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
  • Backups
  • Data Migration

For more guides on Zoho CRM Click Here.

Are you looking to give Zoho CRM a try? Here is a free trial to see if it is a fit for your business.

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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

Senior Developer

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.