Zoho CRM for Administrators (Part 1)

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Agenda

Ideal for Zoho CRM Administrators who want to be the go-to-expert in their organisation or for business owners looking to manage their own CRM environment.

1. Organisation Settings

Learn best practice setup for personal settings for users and complete Company Details for the organisation. Includes setting Fiscal Year for reporting, Business Hours for activities, multi-currency setup and CRM hierarchies. 


3. User Management

Best practice and guidance for managing your user and employee base. Know when to deactivate and when to delete as well as assigning correct Profiles and Roles.

2. Data Security

Understand the key security elements within Zoho CRM to help configure your business. Focusing on Profiles and Roles and how to set Data Sharing for specific needs.


4. Customisation Part 1

The second part of the webinar will focus on the key element of customising the CRM. A deep dive into Modules and Fields to cover the different field types and when to use them. Includes understanding Layout Rules, Validation Rules and Links and Buttons. A very comprehensive session.

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.

All webinars are live with a Zoho Advanced Partner and include an interactive Q&A

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

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