Zoho Crm User Manual
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Publicado: 11 de marzo de 2013
Zoho CRM User Manual
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ZOHO CRM USER MANUAL
November 29, 2007
Table of Contents Getting Started ______________________________________________________________ 15
Target Audience _________________________________________________________________ 15 Zoho CRM Modules ______________________________________________________________ 17
Campaign Management______________________________________________________ 18
Navigating Campaigns ____________________________________________________________ 18 Searching Campaigns _____________________________________________________________ 19 Creating List Views_______________________________________________________________ 19 Creating Campaigns ______________________________________________________________ 20 Associating Campaigns withOther Records __________________________________________ 22 Exporting Campaigns _____________________________________________________________ 23 Changing Campaign Owner _______________________________________________________ 23 Printing Campaign Details _________________________________________________________ 24 Viewing Reports _________________________________________________________________ 24Deleting Campaigns ______________________________________________________________ 25 Customizing Campaigns ___________________________________________________________ 25
Working with Leads __________________________________________________________ 27
Introduction _____________________________________________________________________ 27 NavigatingLeads_________________________________________________________________ 29 Searching Leads _________________________________________________________________ 29 Creating Custom List Views _______________________________________________________ 30
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©2007, AdventNet Inc. All rights reserved.
ZOHO CRM USER MANUAL
November 29, 2007
Creating Leads __________________________________________________________________ 31 Importing Leads_________________________________________________________________ 34 Merging Duplicate Leads __________________________________________________________ 35 Associating Leads with Other Records _______________________________________________ 35 Sending Email to Leads ___________________________________________________________ 36 Exporting Leads_________________________________________________________________ 37 Converting Leads to Other Sales Records ____________________________________________ 37 Mapping Custom Fields ___________________________________________________________ 39 Changing Lead Status_____________________________________________________________ 39 Changing Lead Owner ____________________________________________________________ 40 Viewing Reports_________________________________________________________________ 41 Printing Lead Details _____________________________________________________________ 41 Deleting Leads ___________________________________________________________________ 42 Customizing Leads _______________________________________________________________ 42 Setting up Lead Assignment Rules __________________________________________________ 43 CapturingLeads from Web site (Web-to-Lead Form) __________________________________ 45 Approving Leads Captured through Website _________________________________________ 47
Working with Accounts _______________________________________________________ 48
Introduction _____________________________________________________________________ 48 Navigating Accounts______________________________________________________________ 49 Searching Accounts_______________________________________________________________ 49
3
©2007, AdventNet Inc. All rights reserved.
ZOHO CRM USER MANUAL
November 29, 2007
Creating List Views_______________________________________________________________ 49 Creating Accounts________________________________________________________________ 50 Importing Accounts...
\
ZOHO CRM USER MANUAL
November 29, 2007
Table of Contents Getting Started ______________________________________________________________ 15
Target Audience _________________________________________________________________ 15 Zoho CRM Modules ______________________________________________________________ 17
Campaign Management______________________________________________________ 18
Navigating Campaigns ____________________________________________________________ 18 Searching Campaigns _____________________________________________________________ 19 Creating List Views_______________________________________________________________ 19 Creating Campaigns ______________________________________________________________ 20 Associating Campaigns withOther Records __________________________________________ 22 Exporting Campaigns _____________________________________________________________ 23 Changing Campaign Owner _______________________________________________________ 23 Printing Campaign Details _________________________________________________________ 24 Viewing Reports _________________________________________________________________ 24Deleting Campaigns ______________________________________________________________ 25 Customizing Campaigns ___________________________________________________________ 25
Working with Leads __________________________________________________________ 27
Introduction _____________________________________________________________________ 27 NavigatingLeads_________________________________________________________________ 29 Searching Leads _________________________________________________________________ 29 Creating Custom List Views _______________________________________________________ 30
2
©2007, AdventNet Inc. All rights reserved.
ZOHO CRM USER MANUAL
November 29, 2007
Creating Leads __________________________________________________________________ 31 Importing Leads_________________________________________________________________ 34 Merging Duplicate Leads __________________________________________________________ 35 Associating Leads with Other Records _______________________________________________ 35 Sending Email to Leads ___________________________________________________________ 36 Exporting Leads_________________________________________________________________ 37 Converting Leads to Other Sales Records ____________________________________________ 37 Mapping Custom Fields ___________________________________________________________ 39 Changing Lead Status_____________________________________________________________ 39 Changing Lead Owner ____________________________________________________________ 40 Viewing Reports_________________________________________________________________ 41 Printing Lead Details _____________________________________________________________ 41 Deleting Leads ___________________________________________________________________ 42 Customizing Leads _______________________________________________________________ 42 Setting up Lead Assignment Rules __________________________________________________ 43 CapturingLeads from Web site (Web-to-Lead Form) __________________________________ 45 Approving Leads Captured through Website _________________________________________ 47
Working with Accounts _______________________________________________________ 48
Introduction _____________________________________________________________________ 48 Navigating Accounts______________________________________________________________ 49 Searching Accounts_______________________________________________________________ 49
3
©2007, AdventNet Inc. All rights reserved.
ZOHO CRM USER MANUAL
November 29, 2007
Creating List Views_______________________________________________________________ 49 Creating Accounts________________________________________________________________ 50 Importing Accounts...
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