Ideal for Zoho CRM users who are looking to get started with CRM and improve process and sales.
- Navigate Zoho CRM like an expert
- Manage your Personal Settings
- Use Search to find anything you need
- Creating a Lead or Contact
- Converting a Lead into a Contact and/or Deal
- Using Notes to help you succeed in your role
- Adding Attachments to a record
- Using Tasks, Calls and Events in the right way
- Managing a Deal through the Sales Process
- Creating an Email Template
- Segment data using a Custom View
- Sending a Mass Email
- CRM Hints and Tips to save you time
- Creating a simple Analytics component and adding to your home Dashboard
At the end of this session, you’ll be a confident user of CRM and have the capability to use the features to help you in your role.
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Advanced Hands-On Trainers for top quality sessions
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!