Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
There are a bunch of common operations that you would be performing as an administrator. Out of which, a few important tasks are to maintain a clean database and discover strategies to assess and improve the quality of your data in CRM. Some of your ...
What is a 'module' in Zoho CRM? Modules are categories of data in the CRM. Consider the rows and columns of a spreadsheet. A CRM module is analogous to a column in a spreadsheet. Let's take an NGO for example. NGOs maintain details of prospective ...
Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access to gain hands-on experience with this new version. Available in Enterprise and Ultimate editions Limit A maximum of 5 chart views can be published ...
Is it possible to limit access for users based on their departments? Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For ...