Leads

Accounts

Leads are the unqualified contacts or sales

Accounts are the companies or

departments within a company with

opportunities in your business. They are the

which you have business dealings. In

raw details gathered about individuals or

Zoho CRM, single or multiple contacts

representatives of organizations collected

can be associated to an account. In a

from trade shows, seminars, advertisements

typical B2B scenario (one business

and other marketing campaigns. A lead goes

selling products or services to another

through the follow-up process by sales reps

business) accounts play a major role in

and when qualified, they're converted into an

keeping track of the important

account, contact and deal (opportunity) in

company information.

Zoho CRM.

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Contacts

Deals

Contacts are the people in an organization

Deals are the business deals with

with whom your company has business

organizations (B2B) or with people

communications in pursuit of business

(B2C), which generate real revenue for

opportunities. Some of these contacts may

your organization. It evolves through

belong to different departments in a company

different sales stages such as

or multiple contacts of the same company.

Prospecting, Qualification, Needs

CRM contacts are typically converted from

Analysis, Value Proposition etc. before

qualified leads, imported from an existing

it is actually a deal, lost or won. Leads

list or added individually based on the

that show interest in your business can

business relationship with the associated

be directly converted to opportunities

company.

that represent potential sale.

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Forecasts

Campaigns

Campaigns in Zoho CRM, provides a

platform to organize and record the

Forecasts are the factual insights needed for

overall cost for marketing campaigns.

making smart business decisions and

It helps in marking the various stages,

anticipating future sales. They provide a

importing targeted contacts,

personalized view of your real time business

associating all the tasks, events, and

for tracking and fine-tuning the sales process

calls related to the campaign. Also, it

in your organization.

gives a detailed view of all marketing

campaigns an individual customer has

been a part of.

Price Books

Vendors

Price Books are the agreed price for selling a

Vendors are the companies, individuals

product to a customer. Based on the agreed

or contractors from whom your

terms, the prices can even vary for different

organization procures products and

customers. The unit price which is the price

services. The vendor details stored in

fixed by the manufacturer for the product and

Zoho CRM can provide better

the list price which is the sellers' price can be

visibility on the vendors or suppliers

quoted in the price books. Additionally, the

for the future procurement of products.

discount ranges can be defined.

Quotes

Sales Orders

Quotes are legal agreements between

customers and vendors to deliver the

Sales Orders are the confirmation of

requested product within the specified time

sales generated after the customer

at the agreed price. A quote can be converted

sends a purchase order based on your

into a Sales Order or Invoice with a single

quotes. A quote can be converted into a

click. Templates can also be created based on

Sales Order with a single click.

the quote details and can be sent to the

customer.

Purchase Orders

Invoices

Purchase Orders are legally bound order-

Invoices are bills issued by the vendor

placement documents for procuring products

to the customers along with the goods

or services from vendors. Each product can

or services with the purpose of

have a different reorder level to trigger the

receiving payments. A quote can be

creation of a new purchase order.

converted into a Sales Order or Invoice

with a single click.

Module

Record

In Zoho CRM, data is categorized into

groups or divisions based on similarity. Each

division that has similar data is called a

"Record" is the generic name given to

"module". For example Leads is a module

any entry made in a module. For

that contains all your business leads' details.

example, if there are ten leads in the

Contacts, Accounts, Deals, Quotes etc are

Leads module, each lead is a record. If

other examples of modules.

there are 10 contacts in the Contacts

In Zoho CRM, modules are of two major

module, each contact is a record and so

kinds - default modules and custom (or user-

on.

generated) modules.

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