Zoho CRM for Administrators (Part 2)

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Agenda

Ideal for CRM Users who are looking to manage Zoho CRM for their organisation

1. Communication Channels

Learn how to configure and use Email, Telephony, Chat, SalesSignals and Portals with Zoho CRM.


3. Automation Part 1

The key focus of the webinar will take you through Workflow Rules including how to set up triggers and date-based workflows to make significant business improvements.


5. Marketplace

Make use of the powerful Zoho CRM Marketplace and we'll share the key tools we use with our clients. We'll show you how to install and manage your extensions.

2. Territory Management

Set up your system to work for sales teams with individual, team and organisational level separation of records, forecasts and targets.


4. Data Administration

Understand the importance of the Import tool to complete data migrations from other CRMs or legacy systems. Set up backups and data exports and know when to use the Sandbox feature for your future developments.


This is an in-depth webinar with lots of technical information. If you are a user of Zoho CRM, then it's likely you'll benefit from our user webinars.

At the end of this session you'll be a confident Administrator of Zoho CRM and have the capability to use the features to help you in your role.

4.3 out of 5

Likely to attend future training webinars with us

4.2 out of 5

Likely to recommend the webinar to a colleague

4.1 out of 5

Overall satisfaction of our webinars. Based on an average score.

Meet the Trainer

Our trainers are in-house and work on our busy Advanced Support desk dealing with Zoho queries and helping out our clients on a daily basis.

 They’re absolute experts in real life Zoho!

Mladen Svraka
​Zoho CRM Admin Trainer