Manage leads, customers and sales with automation and Zia AI. This free 31-page manual by Nuagix combines a user guide and an administrator guide for Zoho CRM, a deployment checklist and an English-French glossary of interface terms.
What's inside
The first chapters are for users; the following ones are for account administrators.
- 1. Introduction and access
- 2. Interface and navigation
- 3. Modules and records
- 4. Views, search and mass actions
- 5. Deals, pipeline and processes
- 6. Activities and communications
- 7. Sales documents and files
- 8. Zia, the AI assistant
- 9. Reports and dashboards
- 10. Teamspaces (CRM for Everyone)
- 11. Mobile app
- 12. Best practices
- 13. Users, roles and profiles
- 14. Data sharing
- 15. Customization
- 16. Process automation
- 17. Data management
- 18. Channels and integrations
- 19. Security and compliance
- 20. Sandbox and Zia Agents
- 21. Editions and licenses
- 22. Deployment checklist
- A. English-French glossary
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Need help implementing or optimizing Zoho CRM?
Nuagix is a Quebec-based company founded in 2011 and a Zoho Premium Partner since 2019, with more than 350 implementations and more than 250 optimizations of existing clients. Nuagix received the Sales Achievement award at the Zoho Partner Awards 2024.
- Zoho CRM implementation and configuration tailored to your processes
- Optimization of an existing Zoho account and automations
- AI agents (Zia) and integrations
- Training for your users and administrators
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