Skip to main content

A Quick Guide to Your Zoho CRM Account

By December 14, 2021No Comments

CRM: Customer Relationship Management (CRM) is a tool that allows you to keep track of all the relationships and interactions of your company with its customers and prospects. A CRM assists businesses in staying in touch with customers, streamlining procedures, and increasing profits.

Key CRM Terminologies

The terminology and definitions used in Zoho CRM are stated here:


In your company, leads are unqualified contacts or sales possibilities. They are the raw data received through trade exhibitions, seminars, commercials, and other marketing activities concerning persons or representatives of organizations. When a lead is qualified, it is converted into an account, contact, and deal in Zoho CRM.


Accounts are the sections within a firm with which you do business.  One or more contacts can be linked to an account in Zoho CRM. Accounts play an essential function in keeping track of vital corporate information in a typical B2B scenario.


A contact is a distinct individual. Most CRMs will save their first and last name, as well as their email address. You can also keep track of their job description, firm name, and annual revenue – the options are practically unlimited.


Deals are transactions between businesses (B2B) or individuals (B2C) that result in actual revenue for your company. Before it becomes a contract, it goes through various sales stages like prospecting, qualification, needs analysis, value proposition, etc. Leads who express an interest in your company might be transformed into sales possibilities.


Forecasts provide the data needed to make informed business decisions and predict future sales. They provide a tailored snapshot of your actual so you can track and fine-tune your sales process.


Zoho One CRM’s Campaigns feature allows you to organize and track the total cost of your marketing campaigns. It aids in marking various stages, the import of targeted contacts, and the association of all campaign-related tasks, events, and calls.

Price Books

The agreed price for selling a product to a customer is recorded in a pricing book. Prices may differ for different clients depending on the terms agreed upon. In price books, the unit price, which is the manufacturer’s price for the product, and the list price, which is the seller’s price,  both of which can be listed. Furthermore, discount ranges can be defined.


Vendors are the firm’s contracts that supply your company with goods and services. The vendor information maintained in Zoho CRM can help you better understand your vendors or suppliers for future product purchases.


Quotes are legally binding agreements between consumers and sellers to supply the desired product at the agreed-upon price within the defined time frame. With a simple click, you may turn a quote into a Sales Order or an Invoice. Based on the quote details, you can build invoice templates and provide them to the customers.

Sales Orders

Sales Orders are receipts for sales made after a customer submits a purchase order based on your quotes. With a simple click, a quote may be turned into a Sales Order.

Purchase Orders

Purchase Orders are legally binding papers used to make orders with vendors for items or services. Each product might have a distinct reorder level that causes a new purchase order to be created.


Invoices are bills that a vendor sends to clients with the goods or services to collect payment. With a simple click, you may turn a quote into a Sales Order or an Invoice.


Data is sorted into groups or divisions in Zoho CRM based on similarities. Each division with similar data is referred to as a “module.” Leads, for example, is a module that stores all of your company leads’ information. Modules include Contacts, Accounts, Deals, Quotes, and so on. Modules in Zoho CRM are divided into two categories: Default Modules and Custom Modules.


Any entry made in a module is referred to as a “Record.” Each lead is a record in the Leads module, for example, if there are ten leads. Each contact is a record in the Contacts module.

Zoho CRM Tips

There are a few quick tips that you can use to make your Zoho CRM experience a little better.

  • You can choose or customize a different view using the “View” drop-down for each statement (Leads, Potentials, Contacts, etc.) This is then set as the default, allowing you to adjust it to display only your open leads quickly.
  • You can add or change custom fields and drop-down values for each domain. Select the type you’d like to change from the setup menu item.
  • You may develop a web-to-lead form to add leads from your website automatically, and you can integrate it into your current contact forms using their API (Application Programming Interface), which we’ve done successfully.
  • Workflow rules can be created in the Professional edition to automatically assign a lead to a salesperson based on a set of rules.
  • You may always change the lead owner or other type by heading to that lead and clicking on modify Owner.


Operational CRM 

Operational CRMs aid firms in managing their marketing, sales, and customer service activities, data, and processes on a day-to-day basis.

Analytical CRM 

Analytical CRM is software that collects and analyses customer data to help organizations figure out how to improve customer happiness and retention.

Collaborative CRM

Collaborative CRM aims to provide information to client-facing departments so that they can provide a better customer experience.


The goal of implementing a Zoho Partner USA CRM system in your company is to increase your customer interactions. A single positive experience with a brand is insufficient to turn a customer into a loyal customer. This bond needs to be maintained. The ZOHO CRM aids you to establish and re-establish this bond by generating repeated Sales.

This article “A Quick Guide to Your Zoho CRM Account” can also be found on LinkedIn’s Pulse Article.

Leave a Reply