Zoho CRM Online Training for End Users (Starter)

1st October 2019 - 2pm to 4pm Register

Agenda

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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How likely are you to attend future training courses with us?

Based on all survey results post-completion. Scores are on a scale of 1-5 where 1 is Very Unlikely and 5 is Very Likely. Scores are based on the average rating. We’re so confident you’ll be highly satisfied with our training that we offer a money-back guarantee.

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!

Zoho CRM Online Training for End Users (Starter)

1st October 2019 - 2pm to 4pm Register
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