CRM - Walkthrough
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CRM - Walkthrough
CRM• Login• Lead Management• Opportunity Management• Closure
Login Credentials
• URL: https://www.zoho.com/crm/lp/login.html
• User Name: Email ID
• Password: As set during activation
• Mobile App:– App Store: Search “Zoho CRM”– Play Store: Search “Zoho CRM”
Login Screen
Key in your email address and
password
Click on Sign In
Possible Action Set
List of Actions that can be performed in the system
• Creation– Create a contact– Create an account– Create a lead– Create a potential
• Conversion– Add potential from a contact– Add potential from an account– Convert lead to a potential
• Actions– Leads
• Create a task• Create an event• Record a call• Send a mail
– Potentials• Create a task• Create an event
Create a Contact
Create a Contact
Click on Contacts
Create a Contact
Click on New Contact
Create a Contact
A Contact can be created and saved in this page
Create a Contact - Source
Select Lead Source for the contact
Create a Contact - Account
Key in all available information
Key in Account Name; if account does not exist, it will create a new account
Create a Contact - Save
Click on Save after entering all available information
Account Creation
Create an Account
Click on Account
Create an Account
Click on New Account
Create an Account
An Account can be created and saved here
Create an Account
Key in account name
Select Rating for the contact
Create an Account
Select/Type the parent account. If parent is not available, a new parent account will be created
Create an Account
Choose Account Type
Create an Account
Select ownership
Create an Account
Select Industry
Create an Account
Click on Save after entering all details
Leads – Creation and Management
Lead Creation
• A lead’s information is available through their name card (example as seen here)
• Available details from the name card:
– Name: Ryyld Ipbtas Yusri– Designation: Manager Human
Capital Strategy & Information System
– Company Name: PT XL Axiata Tbk– Company Address: Menara Prima,
Jl. DR Ide Anak Agung Gde Agung Blof 6.2
– Mobile number: +6287875717125– E-mail ID: [email protected]– Website: xl.co.id
Lead Creation
Click on Leads
Lead Creation
To add a new Lead, click on “New Lead”
Lead Creation
Create Lead page is loaded
Key in all available information (Company, Last Name and Lead
Owner are mandatory)
Lead Creation – Basic Information
1. Key in all basic information – Name, Title,
Company, mobile , etc
Lead Creation - Source
2. Choose Lead Source
Lead Creation - Status
3. Choose Lead Status
Lead Creation - Industry
4. Choose Industry
Lead Creation - Address
5. Key in company’s address
Lead Creation - Save
6. Once all available details are keyed in, click on Save
Lead Saved – Overall Information
Once Saved, the lead’s information will be displayed
for further activities
Leads – Actions
Leads – Actions
• Once a lead is saved, one or all of the below 4 actions can be
performed:
– Add a new task
– Add a new event
– Add a new call
– Send mail
Lead – New Task
1. To create a new task, click on “Add a new task”
Add New Task
2. Key in the Subject for the task, such as “Product Demo”,
“Schedule meeting” etc
Additional Options
3. Define the due date.
4. Other details (Repeat and More Fields) if applicable can
also be entered
5. Click on Save to create the task
New Task Saved
Saved task will appear in Activities pane
New Event Creation
1. To create an event, click on “Add a new event”
New Event Creation - Name
2. Key in the name of the event (a meeting for
instance)
New Event Creation - Location
3. Mention the location of the event
New Event Creation - Date
4. Choose the date of the event (start and end)
New Event Creation - Save
5. Click on Save once all details are keyed in
Activities
The newly created event will be listed in Open
Activities pane
Add a New Call
1. To log/add a new call, click on “Add a new call”
Add a New Call - Subject
2. Key in the Subject/topic of conversation
Add a New Call – Call Type
3. Choose if its an inbound (call is from the lead) or outbound call
(call is made to the lead)
Add a New Call - Purpose
4. Select Call Purpose
Add a New Call – Current Call
5. Choose the call category: Current call – the call has started and
is active
a) The timer available here can be used to record the duration of the call
Add a New Call – Completed Call
Choose the call category: Completed call – the call has already been completed and is yet to be logged in here
a) Mention the data and duration of the call
Add a New Call – Scheduled Call
Choose the call category: Scheduled call – the call has been scheduled to occur in the future
Choose the scheduled date and time
Click on Save once the details are entered
Add a New Call – Completed Call
In this case, since a completed call is saved, it is appearing in Closed Activities
pane
Send Mail
To send a mail to the lead, click on Send Mail
Send Mail
A new window will appear as seen here. Mail body can be typed and sent to the lead. This too will be
recorded in the activities pane
Potentials – Conversion and Management
Potentials
• There are 4 ways to create a potential in Zoho
– By converting an existing Lead
– By creating a New Potential
– By adding a new potential from an Account
– By adding a new potential from an Contact
Converting Lead to Potential
1. To convert a lead to a potential, click on Convert
Existing Contact
2. If the contact is already existing in the database, choose if the potential needs to be added to the existing contact or created as a
new entry
New Potential
3. Choose “Create a new potential for this account”
Potential Details
4. Key in all details available here
Potential Amount
5. Enter Amount
Potential Due Date
6. Enter Closing Date
Potential Stage
7. Choose Stage
Potential’s Contact Role
8. Choose Contact’s Role
Lead to Potential Conversion
9. Click on Convert
Navigating to Potential page
The Lead has been converted to a Potential
Click on Potential to navigate to Potentials page
Create a New Potential
1. To add a new potential, click on New Potential. The same step as detailed in the previous slides are to be followed
2. To edit or update any details, click on the Potential Name
Create a Potential – Closing Date
Key in Potential Name, Amount, and closing Date
Create a Potential – Account
Select Account Name; if account is not available, a new one will be created
Create a Potential – Stage
Select potential’s stage
Create a Potential
Click on Save after entering all details
Detail Potential Page
The Potential’s detail can be viewed here
Two actions can be performed:1. Adding a
new task2. Adding a
new event
Potentials – Actions
Add Potential from Contact
In Contacts page, click on Add New Potential
Add Potential from Contact
Key in all details and click on Save
Add Potential from Account
Click on Add a new potential from Accounts page
Add Potential from Account
Key in all details and click on Save
Add New Task
To add a new task, click on Add a New Task
Add New Task - Subject
1. Enter the subject of the task
Add New Task – Due Date
2. Choose the due date of the task
Add New Task - Save
3. Key in other details if available
4. Click on Save
Add New Task - Activities
The saved task appears in the Activities pane
Add New Event
To add a new event, click on Add a New Event
Add New Event - Name
1. Key in the event’s name
Add New Event - Location
2. Enter the location of the event
Add New Event – Date and Save
3. Choose the start and end date of the event
4. Click on Save after filling up other details (if available)
Add New Event - Saved
The saved event will appear in the Activities pane
Updating Stage of a Potential
1. To update the potential’s stage, click on Edit
Updating Stage of a Potential – Stage selection
2. Choose a stage
Updating Stage of a Potential - Save
3. Click on Save to update the changes
Updating Stage of a Potential - History
The updates will be logged in the Stage History pane
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