Learning Zoho CRM

Learn how to manage customers, sales, and businesses in Zoho CRM, a powerful tool for tracking the sales process.

Introduction

• Manage customer relationships online with Zoho CRM
• What you need to know

1. Get Started with Zoho CRM

• What is a CRM?
• What Zoho CRM has to offer
• Launch the free Zoho CRM
• Update your profile
• Get your browser ready for Zoho

2. Work with Leads

• Add new lead records
• View and filter leads
• Edit lead records
• Add notes to a lead
• Add an attachment to a lead
• Add and edit activities

3. Work with Contacts and Accounts

• Convert leads to accounts and contacts
• Duplicate a contact
• Create a contact from scratch
• Delete a record

4. Work with Deals and Reports

• Create a deal for a contact
• Search and locate records
• Run a report
• Manage reports

Conclusion

• Next steps