Becoming a Zoho CRM Admin

Becoming a Zoho CRM Admin

Want an effective and intuitive CRM? Zoho CRM can 100% be that... but it takes a bit of customization and know-how.

This course is focused on helping Zoho CRM users become familiar with the platform. We don't go into EVERYTHING (we save the more advanced stuff for another course) — however, by the end of the course, you'll be a Zoho CRM whiz!

Everything you need to feel comfortable using Zoho CRM

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What you will learn

• How Zoho CRM is organized (fields, modules, records, etc.)
• Cleaning up the CRM (hiding modules/fields/related lists, organizing fields into sections, etc.)
• The differences between Leads, Contacts, Accounts, and Deals

Rating: 4.27273

Level: Beginner Level

Duration: 2 hours

Instructor: The Workflow Academy