Automation
- Workflow operations
- Actions that help in automation
- Lead scoring
- Assignment rules
- Case escalation rules
Integrations
- Google (Calendar, Contacts, and Chrome extension
- Microsoft
Overview of Process Management
- Blueprint
- Review processes
- Approval processes
Data Administration
- Import (module-specific import)
- Import history
- Export
- Recycle bin
- Working with Sandbox
Zia in CRM
- Suggestion by zia – Best time to contact
- Data enrichment by zia
- System Recommendations
- Ask zia
Mobile app
- Zoho CRM Mobile
- Zoho CRM Analytics
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