In this video, learn how to access preset reports, select filter options to view only those reports you're interested, customize the report, and finally run a report and analyze the results.
- [Instructor] One of the most powerful features … of Zoho CRM is the ability … to extract information after you've added it … to your Zoho CRM account. … I'm talking about reports and there are a number … of built-in preset reports that are fully customizable … so you can extract the information you're looking for … and make sense out of it. … Let's check out reports by going up … to Reports here on the menu bar. … With All Reports selected over here on the left, … and the Report Name heading selected … to display this little arrow, we see an alphabetical listing … of all the preset reports available to you. … You can see it's quite a long list. … We can go to specific types of reports using some … of the options we see down the left-hand menu. … For example, if we're only interested in lead-type reports, … we can go there, Converted Leads … for example, Ownership, Source. … Let's go to Deal Reports and you can see there are a number … of deal-related reports like Open Deals. … To access a report, you simply select it form here. …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Run a report