A Zoho CRM Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes. Our expert shows you best practices for using Blueprint!
The different departments in your organization may use different modules (tabs) in Zoho CRM. Tab groups let you organize the tabs available in your Zoho CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab groups with users of the corresponding profiles in CRM. Let our expert show you how!