General
14 - Working with Zoho Social
There's so much to social media marketing—scheduling and publishing content, listening to and engaging with your audience, and analyzing performance across social networks. Zoho Social is a platform that helps businesses of all sizes manage their ...
15 - Working with Zoho Survey
Zoho Survey was launched to cater to the growing needs of the survey market. Whether you're a business person, a professor, an artist, or a college student, Zoho Survey helps you serve a diverse audience. You can now create surveys by using over 25 ...
16 - Working with Zoho Sign
Zoho Sign is a digital signature solution that is a part of Zoho's powerful business suite consisting of 40+ applications and trusted by 40 million users across the globe. It enables businesses of all sizes to digitally sign and verify legally ...
2.1 - Managing Enquiries in Zoho CRM
You can manually fill in the Lead details gathered from various external sources, e.g. trade shows, exhibitions, colleagues, business cards, etc. You can gather data through various sources, e.g. purchasing a leads' database, leads from different ...
Introduction to Working with Leads & Enquiries
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and ...
2.2 - Access More Lead Options
You can access more lead options by clicking on the More icon in the Lead's Details page. You have options to clone the Lead and change a few details to the record and save it as a new record. You can also choose to print preview and print or ...
2.3 - Enquiry Home Page
The records are displayed in List Views. Define your own custom views as per your requirements. Some system defined list views are already available, such as Unread Leads, Converted Leads, Recently Created Leads, etc. We have already provided the ...
2.4 - Enquiry Fields and Sections
You can find all the basic enquiry fields in this layout. If any of the data is coming from a website form, then all the enquiries fields integrate with the fields inside the enquiry module. If they type in any enquiry questions in the Enquiry form, ...
2.5 - Lead Assignment Rule in Enquiry Module
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of reps. You can configure different criteria based on your industry's specifications like ...
2.6 - Converting Lead Records
Once your nurturing process is completed and if the enquiries wish to go ahead with any of the services like volunteers, sponsors, donor, members, supplier etc then you can convert them into a Contact, Account and create a Deal/Opportunity. This is ...
Introduction on Working with Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Business-to-Consumer (B2C) scenarios, where you need to maintain continuous engagement with constituents, track profiles, their ...
3.1 - Creating Contacts
In Zoho CRM, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source : You can gather data through various ...
3.2 - Associate Contact with Other Records
You can create a 360-degree view of the contact to display all the associated details, such as deals, open activities, relationships, invoices, history of the completed activities, attachments, and notes. In the Contact Details page, you can update ...
3.3 - NFP Contacts Record Review
In the NFP contacts module, you will have different sections popping up based on different contact types. Below is a screenshot of the Donor contact type where you will be able to see the following information associated with them. The contacts ...
3.4 - Contact Types Stats
You can use the contacts module to manage multiple contact types at a time which means there could exits a contact where their contact type could be Volunteer and a donor. Based on the contact type you will get the stats sections popping up in the ...
Introduction into Working with Accounts
In a typical Business to Business (B2B) scenario, Account represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. An account stores the ...
4.1 - NFP Accounts Review
In the NFP CRM, we will need to associate the accounts module to a contact that can be a donor, volunteer or even a sponsor. It is important that we understand where each contact works even if the account does not do any business with our NFP ...
4.2 - NFP Account Types
In our Zoho NFP CRM, we have different account types that can be stored inside the CRM. You can find the field name : “Account type” where you will be able to tag which is their account type. For e.g. Sponsor or supplier as shown in the screenshot ...
4.3 - Account Record Creation & Fields
As in the contact module, account records can be created by below multiple methods: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: ...
Introduction into Working with Household Accounts
These Household accounts are otherwise called as family accounts. If you have to track and associate family members of a particular contact, then you need to use this custom module called Household accounts. You can create the household account with ...
5.1 - Types of Household Accounts
Below is the screenshot of the Household accounts module home page. You can see all the records of household accounts with Household account Type. There are three types of household accounts type: Donor household account Member household account ...
5.2 Household Accounts Review
Below is the screenshot showing a record of Donor Household Account. In this record, you will be able to identify what type of household account and the related stats as a family. You can also see the family contacts associated in the “Family” ...
Working with Contact Relationships
In order to accommodate all contact relationships within the CRM, we have enabled a custom module called “Contact relationships” module. Below is a screenshot of the custom module where you can see all the records where we have established the ...
Introduction into Working with Deals
In any sales organization, deals are the most important records to generate the real revenue for the organization. In a typical B2B organization all deals have to undergo a complete sales cycle, which starts with identifying the hot prospect and ends ...
7.1 - Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
7.2 - Multiple Sales Pipeline
It is equally important to choose what pipeline you need to select whenever you create a deal and it is tagged as a mandatory field during your deal creation. You can find three different sales pipeline in the NFP Zoho CRM which is as follows : ...
7.3 - Stages in Deals Pipeline
A deals pipeline is a visual representation of your sales process that shows where your prospects are in the buying cycle, how many open deals you have, how long a particular deal stays in each stage, and whether you have a good chance of winning a ...
7.4 - Switch between Deals Views
7.4.1 - List View The Deals list view displays the deals one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your deals at one glanceglace. For example, you wish to see the deals, the deal ...
Introduction into Working with Volunteer Work Hours
In the NFP Zoho CRM, there is a custom module to store the volunteer’s work hours and the events/campaigns they have volunteered in. Below screenshot shows all the information regarding the volunteer’s status on each event, event details which they ...
8.1 - Create Events, Associate Sponsors, Speakers and Organizers
You can create an Event in Zoho Backstage or any other Event management application such as Eventbrite. If it is Zoho Backstage, then any event you create in Backstage will appear in the campaign’s module in Zoho CRM. In this campaigns module, you ...
8.2 - Attendees, Guest Speaker and Volunteer Associations
In the campaign’s module related list, you can find all the attendees’ information in the contacts related list. Anyone who books for an event through the backstage website, they will appear as attendee contact type automatically in the Contacts ...
8.3 Volunteer Work Hours Associations To The Campaign’s Module
Now you can associate all the volunteers' work hours who has confirmed for the event in the volunteer work hour related list like in the below status. When you click on the plus button in the Volunteer work hour related list, then the custom module ...
8.4 Sponsor Associations to the Campaign’s Module
All the sponsors related to a particular event will be managed using the deals module associated to the particular event. Below screenshot explains how we have associated sponsorship deals into this event where the stage is closed won meaning we have ...
International mobile number formatting for Burst SMS
Burst SMS extension for ZOHO CRM Numbers being sent through ZOHO CRM using the Burst SMS extension require the correct international number format to be entered before messages can be sent. NOTE: Please ensure you are using Zoho CRM's default ...