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- Quick-Start-Guide
This guide provides the quickest way to start using CRM. It gives you the detailed procedures on how to complete some of the most essential tasks needed to get started and get the most of your CRM experience.

Sales Force Automation

The following workflow briefly explains the sales procedure in CRM.

Sales Force Automation



Home Page Overview

This section helps you to know the Home page better so that you can easily access the various features in CRM and are comfortable finding your way around the top links, modules and workspace.


1.  Manage Subscription 2.   Send a feedback  3.  Personalize & Configure Zoho CRM
4.  Refer online help document 5.   Modules(Tabs) 6.  Global search option
7.  View recent items 8.   Create records 9.  Organize tasks
10. Deleted items 11. Add/modify workspace 12. Create new records
13. Workspace

Getting Started

This section aims at providing you an overview of CRM's features and guides you through the initial steps to personalize CRM as per your requirements.

Add Company Name

To add personalized company name for all your business communication
  1. Go to Setup > Admin Settings > Users
  2. In the Users page, click Add Users.

  3. Enter the Company Name (as shown above).
  4. Click Save .
Note: In a B2B process, you need to add a company name before adding users.

Add Company Logo

To add your personalized company logo
  1. Go to Setup > Admin Settings > Company Details.
  2. In the Company Details page, click Edit.

  3. Under Company Logo, click Browse to select the logo (as shown above).
  4. Click Save .
Note:
  • The logo size should not exceed 20 KB.
  • Company logo will be best viewed in the dimensions of 190 x 65 pixels.
  • The file format should be in .jpeg, .png, or .gif.

Add Users

To add users into CRM account
  1. Go to Setup > Admin Settings > Users
  2. In the Users page, click Add Users.

  3. Specify the mandatory field information of the user (as shown above).
  4. Click Create New User .

Add Time Zone, Country & Language

To customize your personal settings
  1. Go to Setup > Personal Settings > Account Information.
  2. In the Account Information page, click Edit.

  3. Under Locale Information, select the Language, Country Locale, and Time Zone from the respective drop-down lists (as shown above).
  4. Click Save .

Show / Hide Tabs

To show or hide tabs as per your organization's requirement
  1. Go to Setup > Tab Settings > Organize Tabs.

  2. Select the tab name and use the arrows to move it to the Unselected Tabs or Selected Tabs list box (as shown above).
  3. Click Save.
    The tabs in the Selected Tabs list box will be available for use.

Rename Tabs

To change tab names as per your business process
  1. Go to Setup > Tab Settings > Rename Tabs.
  2. In the Rename Tab page, click the Edit link.

  3. The system displays the Existing Tab Name (as shown above). Do the following:
       
    1. Enter the Name to be displayed in Tabs.
    2. Enter the Name to be displayed in Links/Commands.
  4. Click Save .

Add Fields

To create custom fields as per your organization’s business requirement
  1. Go to Setup > [Module] Settings > Field List.
  2. In the List of Fields page, click New Custom Field.

  3. In the [Module] Create Custom Field page (as shown above), do the following:
       
    1. Select the Field Type from the list. (Text, for example)
    2. Enter the field name in the Label box.
    3. Enter the maximum Length of the value to be entered.
    4. Select the check box(es) if you want the field to be created in the other modules also.
  4. Click Save .

Modify Pick List

To edit the default pick list values or to add new pick list values
  1. Go to Setup > [Module] Settings > Field List.
  2. In the List of Fields page, click the Edit link.

  3. The system displays the existing pick list values (as shown above). Do the following:
       
    1. Edit the existing pick list values.
    2. Click Add New Values to add more pick list values.
    3. Select the Use First value as default value check box, if required.
    4. Select the Sort Values alphabetically, not in the order entered check box, if required.
  4. Click Save.

Edit Fields

To remove default or unwanted fields from modules and to define the mandatory fields
  1. Go to Setup > [Module] Settings > Edit Page Layout.


  2. The system displays the list of all the fields (as shown above).
  3. Click the Edit button (next to the Field label) and set the field as mandatory.
  4. Click the Hide button (next to the Field label) to remove the field from module.
  5. Click Save.

Add Section

To have additional sections in a module and combine certain fields within it
  1. Go to Setup > [Module] Settings > Edit Page Layout.  
  2. In the Edit Page Layout page, click Create Section.
  3. In the Create New Section dialog box, do the following:
       
    1. Enter the Name of the section.
    2. Select the Tab Order from the list.
  4. Click Ok .

Fiscal Year Settings

To set the fiscal start month of your organization
  1. Go to Setup > Admin Settings > Fiscal Year.


  2. Select the Fiscal Start Month from the drop-down list (as shown above).
  3. Click Submit .

Custom View

To set up custom view for modules based on the field criteria
  1. Go to Setup > [Module] Settings > Custom View Settings.


  2. The system displays the Existing View details (as shown above).
  3. Select the New View from the drop-down list.
  4. Click Save .


Advanced Options


Capture Leads directly from website – If you want to capture the data submitted in your website as Leads, go to Setup > Lead Settings > Web-To-Lead Form. Follow the steps, generate the HTML code and embed the code in your website. If you want to capture the data as contacts, go to Setup > Contact Settings > Web-To-Contact.

Set up Assignment Rules – To assign ownership automatically for leads captured from website, go to Setup > Lead Settings > Assignment Rules. Create rule with criteria and associate this rule in the “web to Lead” settings.

Set Up Roles for Users – You can setup organizational hierarchy using the roles. Go to Setup > Admin Settings > Roles. CEO & Manager roles are set by default. You can add more roles (based on the edition that you have subscribed).

Set Up Profiles for Users - Profiles restrict the feature access permission. You can restrict “export access, delete access, customization option, etc”. Go to Setup > Admin Settings > Profiles, create a new profile with restricted access and assign it to users.

Set Up E-mail Templates – Go to Setup > Templates > Email Templates to create a new e-mail template for the respective modules. You can automatically insert the data of Lead or Contact from any fields. When you create a new e-mail template, you will see “leads, users, organization, etc” as drop down menu. Select Leads, which would list you all the fields in Leads module. Select a field, copy the HTML code and paste it in the template and save it.

Map Dependent Field – You can associate 2 pick list values. Pick List B can be dependent on Pick List A. Go to Setup > Lead Settings > Field List, click Map Dependent Field. Select Parent Field & Child Field. Now, select the value in list A and select the dependent fields values from list B. For example, Pick List A can have “1, 2, 3” as values and Pick List B can have “Apple, Orange, Banana, Carrot, Radish”. For value 1, you can select Apple & Orange only to be displayed and for value 2, Banana & Carrot and for value 3, Radish.

Import Leads Manually – You can import leads using .xls or .csv formats. To import leads, go to Leads (module) > Lead Tools > Import My Leads, select the file from the local disk, map the fields and import. Please note, that mandatory fields in CRM, should have data, else the details will not be imported accurately. To import leads for other users, use the option, 'Import My Organization Leads'.

Workflow Settings – You can set workflow rules and trigger e-mail notifications to the users. Go to Setup > Workflow Settings > Workflow Rules to create a new rule with the criteria and save the rule. Go to Setup > Workflow Settings > Workflow Alerts  to create a new alert. Come back to the workflow rule that you had created and associate the alert to that rule. You can also setup, workflow tasks to trigger a task.

Change Column Display – You can change the column display of the related list inside a module. For example, if you want to change the columns in the Contacts module, go to Setup > Tab Settings > Related List Columns, select contact module, select the columns to be displayed and then save it.

 Field Level Security – You can restrict the fields in each module based on the user profiles. Go to Setup > Admin Settings > Field Level Security, select the module, profile and make the required changes to the profile.

Display of name – You can change the display of name (First Name, Last Name) as (Last Name, First Name). Go to Setup > Personal Settings >Name Format, drag & drop the fields as required.

Set up Report Schedulers – You can setup report schedulers, so that the selected reports are e-mailed to the defined users in your organization. Go to Reports (module) > Report Scheduler > New Report Schedule, select the report name, time, start date and save it.

Customize Home Page – You can switch between “Classic & Customizable” home page views. The option is available on the top right corner of the home page. Classic is a static home page. You can select “Customizable” option to see a snap shot of leads, potentials, tasks, events, etc. You can also add/remove required components in the home page using the the Add Component link on the top right corner of the home page. You can add upto 6 components in the home page.

 
             
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