Getting Started with Zoho Creator: A Comprehensive Guide

Are you looking to get started with Zoho Creator? This comprehensive guide will walk you through the process of creating your first app, customizing the look and feel, accessing the application, sharing it, embedding it in a website, importing and exporting data, and more. Zoho Creator is a powerful tool that allows you to create custom business applications in days instead of weeks. With its drag-and-drop interface, you can focus on automating your business process without worrying about maintenance, hosting, and scalability. You can also extend the capabilities and functionalities of Zoho CRM by integrating it with third-party applications and tools.

The Zoho CRM reporting dashboard provides you with a detailed and informative list of records from different modules. You can edit existing reports or create new ones based on your sales process. You can also visualize your Zoho CRM data on an interactive map and filter the prospects you want to meet. Zoho CRM is a complete CRM solution that is easy to learn and use despite its robust features, which include lead and deal management, social media integration, and automated workflows.

The product dashboard allows you to manage the products or services your company sells or purchases. It also helps you quickly qualify leads to ensure that you pursue the ones that are worth your time and effort. When you log into Zoho CRM, you will see the welcome screen. You can customize this home page by adding or removing fields and setting up different roles for different users.

Once you save your changes, you can share this home page with multiple roles and it will be their default view every time they log into Zoho CRM. Creating an application in Zoho Creator is easy once you are familiar with the basic components. By default, when you create a Form, Zoho Creator will create a table in the back-end to store the data submitted through the Form. After submitting your details, you will receive a confirmation email and will be asked to verify your account so you can log in to Zoho CRM. Zoho Card Scanner allows you to take a picture of your business cards using the camera on your iPhone or Android phone and import them as contacts directly into Zoho CRM. The Zoho CRM analytics dashboard gives you an overview of your business metrics in real time, such as current revenue, number of deals and lead generation target.