Zoho CRM - Guided Tour - Thank You

Welcome to Zoho CRM!

Take a quick tour of your CRM account and its key features.

Explore Zoho CRM

Time to Complete: 5 minutes

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Zoho CRM - Guided Tour - Home Screen

This is your main home screen. Take a quick look at the progress of your CRM activities and get an overview of how your business is performing. You can customize which components are included on the Home tab.

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Zoho CRM - Guided Tour - Modules

In Zoho CRM, data is categorized into different Modules based on similarity of data.

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Zoho CRM - Guided Tour - More Modules

Click here to view more modules.

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Zoho CRM - Guided Tour - Default Modules

Leads, Contacts, Accounts, Deals, and the other segments you see here are default modules.

Each individual entry in a module is called a record.

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Zoho CRM - Guided Tour - Custom Module

In addition to default modules, Zoho CRM also enables you to create your own custom modules to suit your unique needs.

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Zoho CRM - Guided Tour - Leads

Leads are individuals or organizations who are interested in your products and services and have the potential to become customers.

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Zoho CRM - Guided Tour - Contacts

Contacts are the people in an organization who you communicate with about business opportunities.

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Zoho CRM - Guided Tour - Accounts

Accounts are the companies or departments within a company which you have business dealings with.

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Zoho CRM - Guided Tour - Deals

Deals are business opportunities with organizations that may eventually turn into sales.

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Zoho CRM - Guided Tour - View Leads

Click here to view your leads.

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Zoho CRM - Guided Tour - Leads List View

You can view all your leads and key details about them in your Leads List View.

You can also define which fields are displayed in the list view.

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Zoho CRM - Guided Tour - View a Lead

Click here to view this lead.

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Zoho CRM - Guided Tour - Leads Details Page

The Leads Details page allows you to know your leads inside out and plan your lead nurturing strategies to address their needs.

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Zoho CRM - Guided Tour - Convert Lead

You can convert your nurtured leads who show interest in doing business with you into contacts.

Click here to convert this lead.

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Zoho CRM - Guided Tour - Leads Conversion Page

You can associate accounts and deals when converting your leads into contacts.

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Zoho CRM - Guided Tour - Lead Conversion Confirmation

Click here to complete the lead conversion.

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Zoho CRM - Guided Tour - View Deals

Click here to view your deals.

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Zoho CRM - Guided Tour - Deals List View

You can also create deals and then associate them with accounts and contacts if required.

Click here to create a deal.

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Zoho CRM - Guided Tour - Deals Create Page

The fields marked in red are mandatory fields. All the mandatory fields must be filled in to create the deal.

This applies to all the default and custom modules.

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Zoho CRM - Guided Tour - Deal Creation

Click here to create this deal.

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Zoho CRM - Guided Tour - View Settings

Click here to view your settings.

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Zoho CRM - Guided Tour - Settings Page

Zoho CRM empowers you to make it truly yours with an array of customization features on the Settings page.

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Zoho CRM - Guided Tour - Personal Settings

You can manage your individual account details like name, role, address, and more.

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Zoho CRM - Guided Tour - Company Details

This section consists of details about your company such as the company name, URL, and logo.

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Zoho CRM - Guided Tour - Users

This option enables you to add your team members to your CRM account as users.

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Zoho CRM - Guided Tour - Security Control

This option enables you to assign roles and define access levels for your users.

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Zoho CRM - Guided Tour - Modules and Fields

This option enables you to customize your modules and fields to align with your unique CRM needs.

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Zoho CRM - Guided Tour - Workflow Rules

Many repeated CRM activities can be automated based on conditions specified by you.

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Zoho CRM - Guided Tour - Data Import

Data Import lets you import data from external sources into your Zoho CRM account.

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Zoho CRM - Guided Tour - Data Export

Data Export lets you export data from individual modules to your local storage.

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Zoho CRM - Guided Tour - Zia

Zia is an AI-driven sales assistant that optimizes your CRM data to deliver key business information such as sales predictions, suggestions, and alerts.

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  • Home
  • Modules
  • Custom Module
  • Leads
  • Contacts
  • Accounts
  • Deals
  • Leads List View
  • Leads Details View
  • Lead Conversion
  • Deal Creation
  • Settings

This tour takes you through
the CRM desktop app and was built for a desktop viewing experience.

Please switch to a desktop device to take this product tour.

Zoho CRM - Guided Tour - Phone illustration