Scribd
Upload
124 views5 pages

Zoho One CRM: 1-Click On Admin Panel Then Open Admin Dashboard Like

Zoho One Crm allows users to create an account or log in to access a dashboard where they can manage apps and access an admin panel. As an admin, they can setup the organization account, manage users and roles/permissions, customize user accounts, manage admin roles/services, and manage reports. The CRM settings section allows admins to manage leads, accounts, contacts, products, projects, and reports.

Uploaded by

saqib
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
124 views5 pages

Zoho One CRM: 1-Click On Admin Panel Then Open Admin Dashboard Like

Zoho One Crm allows users to create an account or log in to access a dashboard where they can manage apps and access an admin panel. As an admin, they can setup the organization account, manage users and roles/permissions, customize user accounts, manage admin roles/services, and manage reports. The CRM settings section allows admins to manage leads, accounts, contacts, products, projects, and reports.

Uploaded by

saqib
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 5

Zoho One Crm

1-user open Zoho Crm first process is-

To create an account if already have account then go to login button after


creating an account

After successfully login user (master administrator) can see dashboard like

In this dashboard user can manage app those who choosen and admin panel.

1-Click on Admin panel then open admin dashboard like-


Role as an Admin-

1-Setup your organization account

2-Manage users, roles and permissions


3-Customize User account

4-Manage Admin Role/Services

6-Manage Report
My App Section Setting-
1-CRM Setting-

Here we can manage-


1-Leads in your business
2-Accounts
3-Contacts
4-Product
5-Project
6-Report
Setting Page-

You might also like