BUSINESS CLOUD - PROFESSIONAL CRM by SERCAA.COM

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BUSINESS CLOUD - PROFESSIONAL CRM by SERCAA.COM by Mind Map: BUSINESS CLOUD - PROFESSIONAL CRM by SERCAA.COM

1. Analytics

1.1. Reports

1.1.1. Customise existing Reports

1.1.2. 5 New Reports

1.2. Dashboards

1.2.1. Customise existing Dashboards

1.2.2. 3 New dashboards

2. API

2.1. Migrate Data

3. Excludes Customer Service

3.1. Case Settings

3.2. Solution Settings

3.3. Call Settings

4. Email

4.1. Templates

4.1.1. Email Templates

4.1.2. Mail Merge Templates

4.1.3. Unsubscription Form

5. Campaigns

5.1. Campaign Settings

6. Plug-ins

6.1. Outlook Plug-in

6.2. Microsoft Office Plug-in

7. Salesforce Automation

7.1. Lead Settings

7.1.1. Field List

7.1.2. Edit Page Layout

7.1.3. Organise Details

7.1.4. Custom view Settings

7.1.5. Web-to-Lead Form

7.1.6. Auto Response Rules

7.2. Account Settings

7.2.1. Field List

7.2.2. Edit Page Layout

7.2.3. Organise Details

7.2.4. Custom view Settings

7.3. Contact Settings

7.3.1. Field List

7.3.2. Edit Page Layout

7.3.3. Organise Details

7.3.4. Custom view Settings

7.3.5. Web-to-Contact Form

7.3.6. Auto Response Rules

7.4. Potential Settings

7.4.1. Field List

7.4.2. Edit Page Layout

7.4.3. Organise Details

7.4.4. Custom view Settings

7.4.5. Contact Roles

7.4.6. Stage-Probability

7.4.7. Conversion Mapping

7.5. Call Settings

7.5.1. Field List

7.5.2. Edit Page Layout

7.5.3. Organise Details

7.5.4. Custom view Settings

7.6. Task Settings

7.6.1. Field List

7.6.2. Edit Page Layout

7.6.3. Organise Details

7.6.4. Custom view Settings

7.7. Event Settings

7.7.1. Field List

7.7.2. Edit Page Layout

7.7.3. Organise Details

7.7.4. Custom view Settings

8. Security

8.1. Users

8.2. Profiles

8.3. Roles

8.4. Groups

8.5. Company Details

8.6. Shin

8.7. Signature

8.8. Account Information

9. Workflow

9.1. Workflow settings

9.1.1. Workflow Rules

9.1.2. Workflow Alerts

9.1.3. Workflow Tasks

10. Excludes Website

10.1. Home

10.2. About Us

10.3. Services

10.4. Testimonials

10.5. Customer Support

10.6. Contact Us

10.7. Blog

11. Terms & Conditions

11.1. Zoho CRM