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. Security

1.1. Users

1.2. Profiles

1.3. Roles

1.4. Groups

1.5. Company Details

1.6. Shin

1.7. Signature

1.8. Account Information

2. Email

2.1. Templates

2.1.1. Email Templates

2.1.2. Mail Merge Templates

2.1.3. Unsubscription Form

3. Terms & Conditions

3.1. Zoho CRM

4. Plug-ins

4.1. Outlook Plug-in

4.2. Microsoft Office Plug-in

5. API

5.1. Migrate Data

6. Analytics

6.1. Reports

6.1.1. Customise existing Reports

6.1.2. 5 New Reports

6.2. Dashboards

6.2.1. Customise existing Dashboards

6.2.2. 3 New dashboards

7. Excludes Website

7.1. Home

7.2. About Us

7.3. Services

7.4. Testimonials

7.5. Customer Support

7.6. Contact Us

7.7. Blog

8. Salesforce Automation

8.1. Lead Settings

8.1.1. Field List

8.1.2. Edit Page Layout

8.1.3. Organise Details

8.1.4. Custom view Settings

8.1.5. Web-to-Lead Form

8.1.6. Auto Response Rules

8.2. Account Settings

8.2.1. Field List

8.2.2. Edit Page Layout

8.2.3. Organise Details

8.2.4. Custom view Settings

8.3. Contact Settings

8.3.1. Field List

8.3.2. Edit Page Layout

8.3.3. Organise Details

8.3.4. Custom view Settings

8.3.5. Web-to-Contact Form

8.3.6. Auto Response Rules

8.4. Potential Settings

8.4.1. Field List

8.4.2. Edit Page Layout

8.4.3. Organise Details

8.4.4. Custom view Settings

8.4.5. Contact Roles

8.4.6. Stage-Probability

8.4.7. Conversion Mapping

8.5. Call Settings

8.5.1. Field List

8.5.2. Edit Page Layout

8.5.3. Organise Details

8.5.4. Custom view Settings

8.6. Task Settings

8.6.1. Field List

8.6.2. Edit Page Layout

8.6.3. Organise Details

8.6.4. Custom view Settings

8.7. Event Settings

8.7.1. Field List

8.7.2. Edit Page Layout

8.7.3. Organise Details

8.7.4. Custom view Settings

9. Excludes Customer Service

9.1. Case Settings

9.2. Solution Settings

9.3. Call Settings

10. Campaigns

10.1. Campaign Settings

11. Workflow

11.1. Workflow settings

11.1.1. Workflow Rules

11.1.2. Workflow Alerts

11.1.3. Workflow Tasks