Zoho CRM Essentials: Managing Sales and Customers

Learn essential Zoho CRM skills to manage your leads, accounts, contacts, deals, quotes, sales orders and invoices.

  • Navigating the CRM interface
  • What's a Lead and when do you use it?
  • Adding Accounts and Contacts
  • Adding and tracking Deals
  • Creating Quotes
  • Creating Sales Orders
  • Creating and sending Invoices

Zoho CRM Training Full User Course

For anyone wanting to be the best at sales and customer management.

  • Navigate around the CRM interface
  • View and send emails
  • Assign tasks, add events and log phone calls
  • Designing your Sales Process
  • Recording Leads, Customers and Deals
  • Tracking your sales activity
  • Creating Quotes, Sales Orders and sending Invoices
  • Recording issues with Cases and Solutions
  • Marketing with CRM
  • Creating Reports, KPIs and Dashboards
  • Extending CRM and building templates

Zoho CRM Administrator Training

An essential starter course for Zoho CRM Admins.

  • Managing personal settings and access security
  • Setup user permissions and access to data
  • Import, export, and backups
  • Make data collection comply with GDPR
  • Connect external email to CRM
  • Bring all communication together in one place
  • Encourage healthy competition with Gamescope
  • Get deeper insights with Zia, the AI assistant
  • Programme CRM to do more for your business
  • Connect to other business apps in the marketplace
  • BONUS LESSON: Manage users and applications in Zoho One

Zoho Marketing App Integrations

Join up your marketing efforts in CRM

  • Zoho Survey
  • Forms
  • SalesIQ
  • Bonus: Working with MailChimp

Build your own Integrations

Connect Zoho CRM to all your business applications

  • Zoho Flow
  • Zapier

Customising Modules and Fields

Tailor CRM to the way you and your organisation work.

  • Home page
  • Wizards
  • Pipelines
  • Templates
  • Translations and copy customisation
  • Marketing attribution and segmentation
  • Portals
  • Business cards and organise modules

Automations and BPM Workflows

Streamline and automate CRM

  • Assignment rules and case escalation
  • Scoring
  • Blueprints
  • Approval and review processes

Zoho Operations

Finance and advanced reporting integrations

  • Zoho Books and Inventory
  • Zoho Subscriptions
  • Zoho Analytics
  • Sign

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