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Table Of Contents

Sales Force Automation
Salesforce Automation in Zoho CRM
Lead Management
Account Management
Contact Management
Opportunity Management
Sales Forecast
Lead Management Process
Create Leads
Create Leads Individually
To create leads individually
Approve Leads Captured through Website
Associate Leads with Other Records
Convert Leads to Other Sales Records
Lead Conversion Rule
Create Accounts Individually
Associate Account with Other Records
Add Member Accounts
To add member accounts
Create Contacts
Create Contact Individually
Associate Contact with other Records
Approve Contacts Captured through Website
Set up Contact Assignment Rules
Contact Assignment Workflow
Create contact assignment rule
To set up contact assignment rules
Create Potentials
Create Potentials Individually
Associate Potentials with Other Records
Associate Competitors with Potential
To associate competitors with potential
Map Contact Roles
To map contact roles
Customize Contact Roles
Set up Big Deal Alert
Configure Sales Stage Pick list
Map Stage and Probability Values
Create Forecasts
To create forecasts
Set up Fiscal Year
To set up Fiscal Year
Associate Forecasts with Other Records
To associate forecast with other records
MARKETING AUTOMATION
PART II
Introduction
CAMPAIGN MANAGEMENT
Create Campaigns
Associate Campaign with Other Records
Create Web Forms
Inserting Captcha
Auto Response Rules
Create Auto Response Rule
Create Auto Response Rule Entry
To create autoresponse rule entry
EMAIL MARKETING
Send Mass Emails
Schedule Mass Email
Autoresponders
Steps to Schedule Autoresponders
Set up Autoresponder
Create Folders
To create folders
Excluding Contacts from Follow-up
Including all Contacts in the Follow-up
Autoresponder Scenario
INVENTORY MANAGEMENT
PART III
INTRODUCTION
PRODUCT MANAGEMENT
Create Products Individually
Associate Product with Other Records
Customize Tax Rates
To customize tax rates
PRICE BOOK MANAGEMENT
Create Price Books
Create Price Books Individually
To create price books individually
Set up Volume Discounts
Associate Price Book with Other Records
VENDOR MANAGEMENT
Create Vendors
Create Vendors Individually
To create vendors individually
Associate Vendor with Other Records
Create Quotes
Associate Quotes with Other Records
Convert Quote to Sales Order/Invoice
To convert quotes to sales order/Invoice
Create Sales Orders
Associate Sales Order with Other Records
Create Purchase Orders
Associate Purchase Order with Other Records
Create Invoices
Create Invoice Individually
To create invoices individually
Associate Invoices with Other Records
Create Cases
Create Cases Individually
Associate Case with Other Records
Approve Cases Captured through Website
Set up Case Assignment Rules
Case Assignment Workflow
Set up Case Escalation Rules
Create Solutions
Create Solutions Individually
To create solutions individually
Attach Documents to the Solution
Reports & Dashboards
View Reports
Create Reports
Types of Report
Customize Reports
Create Report Folders
Schedule Reports
Export Reports
To export reports
Delete Reports
To delete reports
Create Dashboard Folders
Create Dashboards
Create Charts
Drill Down Dashboards
Zoom in Charts
Create Tasks
Create Events
To create events
Create Recurring Activities
To create recurring activities
Set Reminders
Add Invitees
Benefit
Log a Call
Associate calls with CRM records
To associate calls with CRM records
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Zoho CRM User Manual[1]

Zoho CRM User Manual[1]

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Published by Dave Allen

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Published by: Dave Allen on Mar 18, 2011
Copyright:Attribution Non-commercial

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05/09/2014

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