This guide provided by Zoho covers the following for Zoho CRM
- Introduction to CRM
- What is Zoho CRM?
- Security features
- Administrator responsibilities in Zoho CRM
- Zoho CRM terminology
- Defining your organization’s sales process
- Set up Zoho CRM fro your organization
- Personal settings
- Company details
- Security control
- Profiles
- Roles
- Data sharing settings
- Users
- Groups
- Territory Management
- Customizing your Zoho CRM account
- Migrating data to your Zoho CRM account