Zoho CRM is a tool built for sales reps as well as decision makers in an organization. Some actions in CRM can be performed by all users, and a few other can be performed only by the managers - in CRM lingo, the Administrator. Browse through the Admin Guide to know all the actions that can be performed by the CRM Admins.
Following is a table that contains the Setup functions found in Zoho CRM.
|Company Settings||Configure company-wide settings such as logo, business hours and currency settings.||Security Control||Award/restrict specific CRM permissions to your peers/sub-ordinates based on their role in the organization.|
|Customization||Customize your CRM account for your company's needs by creating/editing modules, Home tab, related lists and so on.||Automation||Automate sales actions such as email notifications and task creation using workflow rules. Use macros, assignment rules and escalation rules to be more productive.|
|Extensions & APIs||Go beyond CRM and integrate your account with other Zoho apps and a range of third party applications such as Google and Microsoft Outlook to work on all of your tasks from a single location.||Territory Management||Set up an efficient system for easy sharing of customer accounts among different sales teams in your company.|
|Billings and Payments||Manage your subscription and billing details.||Data Administration||Import, export and check audit logs to efficiently manage your CRM data.|