How to use the CRM

How to use the CRM

Zoho is the cloud based CRM program that we use for all our documentation of accounts, customers, orders etc.

You must first be set up with an account to access this program. Once an account has been created head to the following page to open up all the apps you can access: www.zoho.com/one/.

Press the login button on the top right hand corner, and enter your username and password.

Once you are logged in you will be taken to the main home page.

CRM is the main app that has all the account information & contact details of all the clients that have accounts or have been contacted in our database. Refer to video above.

Above is a short video, outlining how you use task bar for navigating your way through the site. Follow the video if you are wanting to search for an account. It works the same for all tabs eg. if your looking for a contact or lead etc.

The main dashboard screen of your CRM is your tasks menu, meaning tasks that you have set that need to be completed by a certain date. Once these have been completed you need to mark off using.