Becoming a Zoho CRM Admin
Everything you need to feel comfortable using Zoho CRM
How Zoho CRM is organized (fields, modules, records, etc.)
Cleaning up the CRM (hiding modules/fields/related lists, organizing fields into sections, etc.)
The differences between Leads, Contacts, Accounts, and Deals
How to convert Leads
Creating new custom fields
Using Tasks to create to-dos
Using CRM to track emails with customers
Setting up workflow rule automations (automated email, task creation, etc.)
Importing basic data into the CRM
Integrating Zoho Forms with the CRM to gather data
Want an effective and intuitive CRM? Zoho CRM can 100% be that… but it takes a bit of customization and know-how.
This course is focused on helping Zoho CRM users become familiar with the platform. We don’t go into EVERYTHING (we save the more advanced stuff for another course) — however, by the end of the course, you’ll be a Zoho CRM whiz!
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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