Zoho CRM User Training – Quick Guide

https://youtu.be/FtV1al1Zobs

In this quick Zoho CRM user training guide, I help you get started with Zoho CRM. It’s a taster for my full course which is over 6.5 hours long. If you’d like to know more about that, click on the button below to see what you’ll learn in the full course.

Watch the video to discover:

  • Navigate around Zoho CRM
  • Create Leads and convert them
  • Discover what is a Deal and how to use it
  • Create and send quotes to prospects
  • Understand why a Sales Order is different from a Quote
  • Send Invoices from the CRM to get paid
  • View and understand your data using reports
  • Learn how to make graphs on your dashboards and homepage
  • And more…

I go through these and many more topics in greater detail in the full Zoho CRM User training course.

 

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Certified Zoho Trainer

Tabish Alam

I’m a Senior CRM Consultant with a leading Zoho Partner in Europe and hold a Level 2 Certification in Zoho CRM which is currently the highest level possible.  Learn more.

Disclosure: This content is reader-supported. This means if you click on some of the links, then I may earn a commission. See how The CRM Trainer is funded, why it matters, and how you can support us.

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