Zoho Certification Course
Zoho CRM Training
Duration:
2-3hours
What You Will Learn
Introduction to Zoho CRM
- Overview of Zoho CRM
- Definition and purpose of CRM
Navigating the Zoho CRM Interface
- Logging into Zoho CRM
- Basic layout and user interface components
- Home screen overview
- Quick access toolbar and customization
Basic Setup and Configuration
User Management
- Adding and managing users
- Assigning roles and permissions
Managing Contacts and Leads
- Adding and Importing Contacts
- Manually adding new contacts
- Importing contacts from CSV files
Lead Management
- Creating and managing leads
- Understanding lead status and stages
- Converting leads to contacts, accounts, and deals
Basic CRM Functions
- Working with Accounts and Deals
- Creating and managing accounts
- Creating and tracking deals
- Understanding the sales pipeline
Tasks and Activities
- Creating and assigning tasks
- Scheduling events and calls
- Tracking activities and follow ups
Basic Customization
- Adding custom fields
- Modifying page layouts
- Creating custom views and filters
Basic Automation
- Introduction to workflow rules
- Setting up simple workflows
- Automated email notifications
Reporting and Dashboards
Creating Basic Reports
- Using standard reports
- Creating custom reports
- Understanding report metrics Setting Up Dashboards
Setting Up Dashboards
- Introduction to dashboards
- Adding and customizing dashboard components
- Using dashboards for real-time insights
