You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Keeping standard fields in Accounts

When accessing the Accounts module for the first time, for the same reasons as in the previous chapters we must review then remove any of the standard (pre-existing fields) that we do not need.

A list of these standard fields can be found here:

https://help.zoho.com/portal/en/kb/crm/sales-force-automation/accounts/articles/standard-fields-accounts

The following is a list of these fields you should keep along with the reason(s) why:

Account Name: This field is used to record the company name and is mandatory.
Account Owner: The name of the user to whom the Account is assigned. This may be a useful field when it comes to Roles and Data Sharing Rules, Workflow Automation, and Reporting later.
Website: The Uniform Resource Locator (URL) of the company's website.
Parent Account: This field is used to associate the Account record with a parent account. This is essential when you need to link a head office address with...