Learning Zoho CRM
1h 5mBeginner2019-06-12
Authors
David Rivers
Author, Trainer, and Learning and Development Expert
Course details
Zoho CRM is a powerful tool for managing the sales process, from working with prospects to closing deals—and even beyond, into customer service. In this course, David Rivers dives into the sales management aspects of Zoho CRM. Learn all about what Zoho CRM has to offer, as well as how to update your profile and ready your browser for Zoho. Learn how to add and work with leads, convert leads into accounts and contacts, and work with deals and reports.
Learning objectives
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
Learning objectives
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
Skills covered
CRMZohoCRM AdministrationLearningNetwork and System Administration
Concepts
0. Introduction
- 01 - Manage customer relationships online with Zoho CRM
- 02 - What you need to know
1. Get Started with Zoho CRM
- 03 - What is a CRM
- 04 - What Zoho CRM has to offer
- 05 - Launch the free Zoho CRM
- 06 - Update your profile
- 07 - Get your browser ready for Zoho
2. Work with Leads
- 08 - Add new lead records
- 09 - View and filter leads
- 10 - Edit lead records
- 11 - Add notes to a lead
- 12 - Add an attachment to a lead
- 13 - Add and edit activities
3. Work with Contacts and Accounts
- 14 - Convert leads to accounts and contacts
- 15 - Duplicate a contact
- 16 - Create a contact from scratch
- 17 - Delete a record
4. Work with Deals and Reports
- 18 - Create a deal for a contact
- 19 - Search and locate records
- 20 - Run a report
- 21 - Manage reports
Conclusion
- 22 - Next steps