Chapter 7: Essential Systems Administration
The setup area of Zoho CRM is the equivalent of the hood of a car. Everything within will help you service and maintain the CRM from the initial build and throughout all the time you and your team use Zoho. Your business will evolve, the software will evolve, and your people will come and go, so your CRM needs to keep up – or better still, be one step ahead!
Using the core elements within the setup correctly will allow you to tweak the system to adapt to such changes, thus protecting your investment and making sure you continue to reap the benefits over time.
In this chapter, we will provide practical scenarios for you to follow or adjust to suit your processes, which will help you to jumpstart your CRM journey with the degrees of security and flexibility that suit your needs.
Topics covered within this chapter include the following:
- General settings
- Users and control
- Channels
- Customization
- Scoring...
