Zoho CRM Flashcards
6 cards from real CRM practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 Zoho CRM flashcards as text
What is 'Workflow Rules' automation in Zoho CRM?
Answer: Automated actions triggered when records meet specified conditions, like sending emails or updating fields
Workflow Rules in Zoho CRM automatically trigger actions (emails, field updates, tasks) when CRM records meet defined conditions.
What are 'Modules' in Zoho CRM?
Answer: Sections of Zoho CRM that organize different types of business data, like Leads, Contacts, and Deals
Modules in Zoho CRM are the main sections organizing different record types — standard modules include Leads, Contacts, Accounts, and Deals, plus custom modules.
What is 'Territory Management' in Zoho CRM?
Answer: Organizing and assigning sales teams to geographic or account-based segments to manage customer coverage
Territory Management in Zoho CRM organizes sales teams into structured territories, automatically assigning accounts and leads based on defined rules.
What is 'Zoho Marketplace' in the context of Zoho CRM?
Answer: An app store offering extensions and integrations for Zoho products
Zoho Marketplace is an app store offering extensions, connectors, and integrations developed by Zoho and third-party developers to extend Zoho CRM functionality.
What is the 'Free Edition' of Zoho CRM and its limitations?
Answer: A permanently free CRM plan limited to 3 users with basic features
Zoho CRM's Free Edition supports up to 3 users permanently with basic CRM features including leads, contacts, accounts, and deals.
What is 'Custom Views' feature in Zoho CRM?
Answer: Saved, filtered list views showing specific records based on user-defined criteria
Custom Views in Zoho CRM are saved, filtered lists showing only records meeting specific criteria, helping users focus on relevant records.