5 out of 5
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Zoho CRM for Administrators. Take Control of Your CRM!

The Zoho CRM Administrator training course teaches you how to configure users, tools and data access the right way.
Tabish Alam
2 students enrolled
English [Auto]
Managing personal settings and access security
Setup user permissions and access to data
Import, export, and backups
Programme CRM to do more for your business
Connect to other business apps in the marketplace

Is this you?

  • Do you want to prevent unauthorised access to data?

  • Do you want to make sure you stay on the right side of data privacy and compliance legislation such as GDPR?

  • Do you want to avoid messages slipping through the cracks across all your channels of communication?

  • Are you looking for help to extract better insights from all the data in the system?

  • Do you need to connect CRM to other business applications being used across your organisation?

  • Do you want the ability to programme custom functionality?

Don’t worry.  This course will take you through everything you need to know to be up and running like a pro!

Who this course is for

  • Business Owners and Sales Managers who don’t have access to IT specialists 

  • Business support and IT teams who needs to manage users or make changes to how Zoho CRM works in your organisation!

A few things to know about the Zoho CRM course.

  • It is NOT just for IT people.  The course will cover all the essential aspects of setting up your Zoho CRM so is a perfect starter for anyone in your organisation who needs to manage and make changes to the system for users.

  • This course is for all skill levels.  It’s designed to teach novice and experienced system administrators all they need to know to configure the essentials tools and services within Zoho CRM correctly.

  • The course is video based  so you can learn at your convenience.  It includes over 2 hours of training content. You can go over material at your own pace.

  • It’s a fraction of the cost of on-site training.  A full day basic administrator training course in a classroom can cost your organisation around £400 (~$500) or more.  This costs you a LOT less.


Getting started

Setting up users and access within the organisation

Managing personal settings and access security
Setup user permissions for manager roles, users, profiles, and access to data

Data privacy and security

Import, export, and keep your data safe with backups
Make your data collection and data processing comply with GDPR

Better communication with customers

Connect external email to CRM and stay in control of the conversation
Bring all your channels of communication together in one place

Getting more out of CRM

Encourage healthy competition with Gamescope
Configuring the Sales Forecasts for your Sales Teams
Programme CRM to do more for your business with Developer settings
Connect to other business apps in the marketplace

Extra Tips - Zoho One

Manage your organisation's users and applications in Zoho One
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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30-Day Money-Back Guarantee


3 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Zoho CRM for Administrators. Take Control of Your CRM!


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