Zoho CRM
Inbox
- Homepage
- Customize with modules
- e.g. dashboard
- missed calls
- e.g. dashboard
- Customize with modules
- Identity and customizations
- Users/members
- Groups
- Permissions
- Roles
- Profiles
- able to customize per profile? And can then give specific users or groups access to given profiles?
- E.g. can have a profile called contractors with less permissions and less access to data and customized views and functionality.
- Modules
- Leads
- Cadences
- activities
- tasks
- Contacts
- Accounts
- (Groups, organizations)
- Deals
- Pipelines
- Products
- Services
- Calls
- Meetings
- Tasks
- Custom
- Components - parts of modules?
- Widgets
- like an iframe you can put in anywhere
- Widgets
- Easy/ok to rename module names and their fields, etc.
- Leads
- Canvas
- main way to customize views/interactions/UI
- kind of like Coda layouts
- what helps you hide or show specific fields
- Can have conditional rules to e.g. make a field red when its status is 'failed' or something
- no code customization of pages, etc.
- main way to customize views/interactions/UI
- Fields
- Conditional fields
- with "layout fields"? - the visual flow diagram thing
- Conditional fields
- Layouts
- Forms
- Subforms
- Validation
- rules
- workflow rules
- Blueprints
- process automation
- flow diagram
- define states and between states are transitions which are basically buttons that can take that record to the next state from within that record or view
- Command Center
- end to end customer journey orchestration
- Customer Journeys
- Journey builder
- Wizards
- Create multiple screens
- for entering data?
- Create multiple screens
- Automation
- Developer/Code/API/SDK/Scripting
- Extensions
- Signals
- Channels
- Approvals
- Cases
- Visits
- Social
- Documents Library
- Forecasts
- Integrations
- Zoho Campaigns
- Zoho RouteIQ
- Zoho Social
- Enrichment
- Lead scoring
- e.g. can increase points based on how many emails they opened, clicked on xyz, replied to abc, etc.
- Zia can help recommend cross-selling opportunities
- Lead scoring
- zia
- ai
- sales prediction
- sentiment analysis
- estimate best time to reach them
- zia voice
- record
- relations are called lookups
- e.g. to make a custom field in 1 module, you can make the values be from a defined modules. E.g. service or product or lead
- Similar to Coda relational columns
- import
- can import from csv or excel
- can import from other crms like salesforce or other zoho crm accounts
- Sandbox
- temporary setup of access to a given subset of data?
- maybe for a certain campaign or to do something with a defined subset of data in a custom way or for contractors or something?
- portal
- for external users
- Tags
- Analytics
- built in analytics and reports
- Team collabortation
- integrations with projects, cliq
- feeds
- notes
- can tag users in notes
- sales process management
- customize with blueprints
- leads directly imported
- manage getting quality data with validation
- cases elevated automatically based on defined criteria and lead scoring
- custom views and pipelines
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