Becoming a Zoho CRM Admin
Learn how to effectively organize and customize Zoho CRM with this course. From cleaning up the CRM to automating tasks, you’ll become a Zoho CRM whiz in no time. Perfect for users and students looking to enhance their CRM admin skills.
What you’ll 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
- How to convert Leads
- Creating new custom fields
- Using Tasks to create to-dos
- Using CRM to track emails with customers
- Setting up workflow rule automations (automated email, task creation, etc.)
- Importing basic data into the CRM
- Integrating Zoho Forms with the CRM to gather data
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!
Who this course is for:
- Zoho CRM users looking to learn more about the platform
- Students looking to improve their resume with CRM admin skills
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