Logging Calls

By Bob Ritter

The Log a Call functionality helps you to register the inbound calls (received from leads and customers) and outbound calls (dialed to leads and customers) with call details such as call duration, date and time of calls, notes, etc. Users who frequently make calls or receive calls in an organization can make use of this … Continue reading “Logging Calls”

Tasks

By Bob Ritter

A task is a specific piece of work required to be done within a given time frame. They are listed in the Zoho CRM’s Home page of the user, Activities home page and in other related records.

Events

By Bob Ritter

An event is an activity that happens at a given place and time. They are listed in the Zoho CRM’s Home page of the user, Activities home page, Calendar and in other related records.

Dashboard

By Bob Ritter

Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization’s key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data. For example, you can glance at the products that are selling fast over a period of time, compare … Continue reading “Dashboard”

Reports

By Bob Ritter

Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

Invoices

By Bob Ritter

Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments.A quote can be converted into a Sales Order or Invoice with a single click.

Purchase Orders

By Bob Ritter

Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order.

Sales Orders

By Bob Ritter

Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click.

Quotes

By Bob Ritter

Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer.

Vendors

By Bob Ritter

Vendors are the companies, individuals or contractors from whom your organization procures products and services. The vendor details stored in Zoho CRM can provide better visibility on the vendors or suppliers for the future procurement of products.