Zoho
CRM Training

Introduction to Zoho CRM

• Overview of Zoho CRM
• Definition and purpose of CRM

Navigating the Zoho CRM Interface

• Logging into Zoho CRM
• Basic layout and user interface components
• Home screen overview
• Quick access toolbar and customization

Basic Setup and Configuration

User Management

• Adding and managing users
• Assigning roles and permissions

Managing Contacts and Leads

• Adding and Importing Contacts
• Manually adding new contacts
• Importing contacts from CSV files

Lead Management

• Creating and managing leads
• Understanding lead status and stages
• Converting leads to contacts, accounts, and deals

Basic CRM Functions

• Working with Accounts and Deals
• Creating and managing accounts
• Creating and tracking deals
• Understanding the sales pipeline

Tasks and Activities

• Creating and assigning tasks
• Scheduling events and calls
• Tracking activities and follow ups

Basic Customization and Automation

• Basic Customization
• Adding custom fields
• Modifying page layouts
• Creating custom views and filters

Basic Automation

• Introduction to workflow rules
• Setting up simple workflows
• Automated email notifications

 Reporting and Dashboards

• Creating Basic Reports

• Using standard reports
• Creating custom reports
• Understanding report metrics Setting Up Dashboards

• Setting Up Dashboards

• Introduction to dashboards
• Adding and customizing dashboard components
• Using dashboards for real-time insights