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Zoho CRM - Implementation Checklist
StepFunctionalityShow/Hide
As per your business process, select the CRM modules
ONESelect your Tabs (CRM Modules)
Campaigns
Leads
Accounts
Contacts
Potentials
Forecasts
Tasks
Events
Cases
Solutions
Products
Price Books
Quotes
Invoices
Vendors
Purchase Orders
Sales Orders
As per your industry-specific CRM terminology, rename the Tabs
TWOFields
CampaignsClick Here
LeadsClick Here
AccountsClick Here
ContactsClick Here
PotentialsClick Here
ForecastsCustomization Not Available
TasksClick Here
EventsClick Here
CasesClick Here
SolutionsClick Here
ProductsClick Here
Price BooksClick Here
QuotesClick Here
Sales OrdersClick Here
InvoicesClick Here
VendorsClick Here
Purchase OrdersClick Here
Populate data in your Zoho CRM account
THREEImport your Existing Data
CampaignsAvailable
LeadsAvailable
AccountsAvailable
ContactsAvailable
PotentialsAvailable
ForecastsNot Available
TasksNot Available
EventsNot Available
CasesAvailable
SolutionsAvailable
ProductsAvailable
Price BooksAvailable
QuotesNot Available
Sales OrdersNot Available
InvoicesNot Available
VendorsAvailable
Purchase OrdersNot Available
Define your CRM process flow and setup workflow rules
FOURWorkflow Rules
Lead Assignment Rule
Big Deal Alert
Add your own ruleSetup > Workflow Settings
Define your Mass Mailing Template requirements
FIVEEmail Templates
Setup > Templates
Manage your Reports
SIXReports
Standarard Reports
Manage your Dashboards
SEVENDashboards
Standard Dashboards
Are you planning to capture leads from your Web site? If yes customize Web-to-Lead form
EIGHTCapture Leads from Web site
Setup > Lead Settings > Web to Lead
Are you planning to show/hide data according to your users' role in your organization? If yes, configure your data sharing rules
NINEUser Access Privileges
Setup > Admin Settings
Are you planning to use synchronize your Contacts, Tasks, and Calendar data from Outlook to Zoho CRM? If yes, install Outlook Plug-in
TENSynchronize MS Outlook Data with Zoho CRM
Setup > Personal Settings > Outlook Edition
Document History
Created ByGopal
Created DateJanuary 3, 2008
Modifed DateJanuary 8, 2008
Version1.1
Master
Zoho CRM Fields
Custom Field Types
 
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