Zoho CRM Basics: Modules: Differentiating Leads, Contacts, Accounts & Deals

Understanding Leads, Contacts, Accounts & Deals

Adding & Managing Users:

User Management: Add & Define Users

Creating Email Signature for Users:

Working with Emails

Setting up Business Hours

Setting Business Hours

Customizing Home Page

Home Page Customization

Data Access and Sharing (accessing data across roles & user accounts)

• Data is only shared with users based on heirarchry. Users in the lower hierarchy can't see leads of people higher to them, or on the same level. All these can be changed.
  Managing Roles