Overview and Getting Started
Copy Customization Zoho CRM
Process Copy Customization The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user ...
Activities and Home tab personalization
Activities and Home tab personalization Activities come very handy during your sales follow-up process. An activity in Zoho CRM is any event, task, or call. Watch this lecture to learn: How to use the Activities section. How to create different views ...
Document Management
Document Management Following up on leads and contacts often involves having to share documents. Watch this lecture to learn: How to create a document from Zoho CRM. How to upload a document from your computer into the CRM and more.
Reports & Dashboards
Reports & Dashboards Reports and Dashboards form an integral part of CRM, giving you real-time insights on your organization’s key metrics. Watch this lecture to learn: How to export reports. How to create custom reports and more.
Email Integration
Email Integration Watch this video where we will walk you through the benefits of integrating your email with Zoho CRM in detail. By integrating your email with Zoho CRM, you will be able to: Get the right sales context for your emails and more.
Converting a Lead
Converting a Lead Lead conversion in one of the most important activities that you would perform on a regular basis. This lecture on Lead Conversion will cover: Converting Leads into Contacts and Accounts. Adding and Tracking Deals.
Lead Tracking
Lead Tracking This video covers the basics of using and editing different lead tracking fields. In this lecture you will learn more about: Editing Existing Leads. Tracking and Follow-up.
Adding a Lead to your CRM
Adding a Lead to your CRM This video covers the basics of adding and editing a lead in Zoho CRM. Watch this lecture to learn more about: Bringing Leads into your system. Editing Lead Information. Using Different Views.
Zoho CRM Overview
Zoho CRM Overview Familiarize yourself with some basic terminology that we will be using throughout the course. This lecture gives you an overview of the entire course that includes, Adding, Editing, and Tracking Leads. Converting a Lead. Email ...