Overview

This overview introduces the core building blocks of Zoho CRM, the customer relationship management system used to track leads, contacts, accounts and deals. It is a starting point for anyone new to Zoho CRM who wants to understand how the system fits together before configuring it.

What this overview covers

Zoho CRM organises customer information into modules such as Leads, Contacts, Accounts and Deals, and lets you automate the steps between them with workflows and Blueprint. Before using it day to day, it helps to understand the main functionality available (records, pipelines, automation, reporting) and the terminology Zoho uses for them.

Where to go next

• Key functionalities in Zoho CRM: a summary of the main modules and tools available.
• Key CRM Terminologies: definitions of the terms used throughout Zoho CRM, such as leads, deals, pipelines and modules.

Frequently asked questions

What is the difference between a lead and a contact in Zoho CRM?

A lead is an unqualified prospect. Once you confirm they are a genuine business opportunity, you convert the lead into a contact, an account and usually a deal.

Do I need to set up Zoho CRM before using it?

Yes. Basic organisation settings such as fiscal year, business hours and users should be configured first so records and reports are accurate from the start.

Need help?

Need help getting started with Zoho CRM? Contact support@thoughtlogik.com or see our Zoho implementation services.