CRM Walkthrough
- 2. CRM • Login • Lead Management • Opportunity Management • Closure
- 3. 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”
- 4. Login Screen Key in your email address and password Click on Sign In
- 6. 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
- 8. Create a Contact Click on Contacts
- 9. Create a Contact Click on New Contact
- 10. Create a Contact A Contact can be created and saved in this page
- 11. Create a Contact - Source Select Lead Source for the contact
- 12. Create a Contact - Account Key in all available information Key in Account Name; if account does not exist, it will create a new account
- 13. Create a Contact - Save Click on Save after entering all available information
- 14. Account Creation
- 15. Create an Account Click on Account
- 16. Create an Account Click on New Account
- 17. Create an Account An Account can be created and saved here
- 18. Create an Account Key in account name Select Rating for the contact
- 19. Create an Account Select/Type the parent account. If parent is not available, a new parent account will be created
- 20. Create an Account Choose Account Type
- 21. Create an Account Select ownership
- 22. Create an Account Select Industry
- 23. Create an Account Click on Save after entering all details
- 24. Leads – Creation and Management
- 25. 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: ryyldi@xl.co.id – Website: xl.co.id
- 26. Lead Creation Click on Leads
- 27. Lead Creation To add a new Lead, click on “New Lead”
- 28. Lead Creation Create Lead page is loaded Key in all available information (Company, Last Name and Lead Owner are mandatory)
- 29. Lead Creation – Basic Information 1. Key in all basic information – Name, Title, Company, mobile , etc
- 30. Lead Creation - Source 2. Choose Lead Source
- 31. Lead Creation - Status 3. Choose Lead Status
- 32. Lead Creation - Industry 4. Choose Industry
- 33. Lead Creation - Address 5. Key in company’s address
- 34. Lead Creation - Save 6. Once all available details are keyed in, click on Save
- 35. Lead Saved – Overall Information Once Saved, the lead’s information will be displayed for further activities
- 36. Leads – Actions
- 37. 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
- 38. Lead – New Task 1. To create a new task, click on “Add a new task”
- 39. Add New Task 2. Key in the Subject for the task, such as “Product Demo”, “Schedule meeting” etc
- 40. 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
- 41. New Task Saved Saved task will appear in Activities pane
- 42. New Event Creation 1. To create an event, click on “Add a new event”
- 43. New Event Creation - Name 2. Key in the name of the event (a meeting for instance)
- 44. New Event Creation - Location 3. Mention the location of the event
- 45. New Event Creation - Date 4. Choose the date of the event (start and end)
- 46. New Event Creation - Save 5. Click on Save once all details are keyed in
- 47. Activities The newly created event will be listed in Open Activities pane
- 48. Add a New Call 1. To log/add a new call, click on “Add a new call”
- 49. Add a New Call - Subject 2. Key in the Subject/topic of conversation
- 50. 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)
- 51. Add a New Call - Purpose 4. Select Call Purpose
- 52. 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
- 53. 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
- 54. 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
- 55. Add a New Call – Completed Call In this case, since a completed call is saved, it is appearing in Closed Activities pane
- 56. Send Mail To send a mail to the lead, click on Send Mail
- 57. 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
- 58. Potentials – Conversion and Management
- 59. 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
- 60. Converting Lead to Potential 1. To convert a lead to a potential, click on Convert
- 61. 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
- 62. New Potential 3. Choose “Create a new potential for this account”
- 63. Potential Details 4. Key in all details available here
- 64. Potential Amount 5. Enter Amount
- 65. Potential Due Date 6. Enter Closing Date
- 66. Potential Stage 7. Choose Stage
- 67. Potential’s Contact Role 8. Choose Contact’s Role
- 68. Lead to Potential Conversion 9. Click on Convert
- 69. Navigating to Potential page The Lead has been converted to a Potential Click on Potential to navigate to Potentials page
- 70. 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
- 71. Create a Potential – Closing Date Key in Potential Name, Amount, and closing Date
- 72. Create a Potential – Account Select Account Name; if account is not available, a new one will be created
- 73. Create a Potential – Stage Select potential’s stage
- 74. Create a Potential Click on Save after entering all details
- 75. Detail Potential Page The Potential’s detail can be viewed here Two actions can be performed: 1. Adding a new task 2. Adding a new event
- 77. Add Potential from Contact In Contacts page, click on Add New Potential
- 78. Add Potential from Contact Key in all details and click on Save
- 79. Add Potential from Account Click on Add a new potential from Accounts page
- 80. Add Potential from Account Key in all details and click on Save
- 81. Add New Task To add a new task, click on Add a New Task
- 82. Add New Task - Subject 1. Enter the subject of the task
- 83. Add New Task – Due Date 2. Choose the due date of the task
- 84. Add New Task - Save 3. Key in other details if available 4. Click on Save
- 85. Add New Task - Activities The saved task appears in the Activities pane
- 86. Add New Event To add a new event, click on Add a New Event
- 87. Add New Event - Name 1. Key in the event’s name
- 88. Add New Event - Location 2. Enter the location of the event
- 89. 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)
- 90. Add New Event - Saved The saved event will appear in the Activities pane
- 91. Updating Stage of a Potential 1. To update the potential’s stage, click on Edit
- 92. Updating Stage of a Potential – Stage selection 2. Choose a stage
- 93. Updating Stage of a Potential - Save 3. Click on Save to update the changes
- 94. Updating Stage of a Potential - History The updates will be logged in the Stage History pane