Here is a video to help you get started creating your first zoho creator app, Create the app. Customise the look and feel, access the application, share the application, embed in the website, import and export data. You can 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.
Zoho CRM allows you to edit existing reports or create new reports and dashboards based on your sales process. Zoho Creator's drag-and-drop interface allows you to create custom business applications in days instead of weeks. Zoho Creator allows you to focus on automating your business process without worrying about maintenance, hosting and scalability. You can 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. 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. The Zoho CRM product dashboard allows you to manage the products or services your company sells or purchases. Zoho CRM helps you quickly qualify leads to ensure that you pursue the ones that are worth your time and effort.
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 and see the welcome screen. It will be easy for you to create an application once you are familiar with the basic components of Zoho Creator. 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. 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.
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.