Ebi’s Visual Guide Zoho CRM Admin Guide
Ebi’s Visual Guide Zoho CRM Admin Guide by Ebitari Isoun Larsen is a comprehensive resource published by BOOKBABY on November 23, 2019. This edition, written in English and spanning 110 pages, serves as the second installment in a series focused on utilizing the Zoho Customer Relationship Management (CRM) System. It provides detailed instructions on setting up Zoho CRM within an organization, emphasizing the back-end features essential for effective administration.
Readers will find practical guidance on various functionalities, including renaming, rearranging, and hiding modules, as well as setting up email and telephony. The book also covers managing custom fields, email templates, workflows, and actions, making it a valuable tool for those responsible for overseeing their organization’s CRM. By utilizing both this guide and its predecessor, users can enhance their understanding and management of Zoho CRM effectively.
Official synopsis Publisher
This book is the second in a series on how to use Zoho Customer Relationship Management (CRM) System. The first book is titled Ebi’s Visual Guide: Zoho CRM User Guide. This book, titled Ebi’s Visual Guide: Zoho CRM Admin Guide, features useful instruction on how to setup Zoho CRM in your organization using the back-end setup features of the tool. In contrast, the Zoho CRM User Guide is for users working in the front end of the system which is important to understand how Zoho CRM is setup before administrating it through the back end as described in this book.Some of the types of functionality included in the Zoho CRM Admin Guide include renaming, rearranging and hiding modules, setting up email and telephony, working with custom fields and managing email templates, and working with workflows and actions. Use both books to get the most out of your Zoho CRM; this one is for administrators of your organization’s CRM.
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