Zoho CRM – Training for Administrators (Day Four)

Process management

• Blueprint
• Approval processes
• Review processes
• CommandCenter

Data administration

• Import (module specific and data migration from other CRM)
• Export
• Data backup
• Storage
• Recycle bin
• Audit log
• Sandbox

Marketplace

• All
• Zoho
• Google
• Microsoft

Other modules

• Reports and dashboards
• Forecasts
• Feeds

Developer space

• Webforms and analytics
• Webform A/B testing

Mobile apps

• CRM mobile app
• CRM analytics app

Zoho directory

• Single sign-on (SAML)
• Security policies
• Active directory sync
• Login history

Zia

• Zia functionalities in Zoho CRM

What’s new

• Canvas builder
• Admin tools