An easy-to-follow guide to getting up and running with Zoho CRM right away.

What Will I Learn?

• Add and track leads in Zoho CRM
• Add notes, emails and documents to your deals
• Use activity & events tracking and reminders so you can be organized and productive

Requirements

• You should already have a Zoho CRM account. If you don't have an account yet, you can create one for free
• If you are part of an organization that is already using Zoho CRM, then please ask your CRM admin to add you to your company's account.
• Please note your actual Zoho CRM screen might look or act a little differently depending on what your account administrator has configured for you

Description

Zoho CRM: Overview and Getting Started is designed for the new Zoho CRM users who need to start from the beginning. This course explains the core features of Zoho CRM and aims to get a new Zoho CRM user comfortable with the most important CRM features as fast as possible.

By the end of the course, users should be comfortable using the basic features of Zoho CRM and be able to easily add and track leads for their business.

The people that should take this course are:

• People whose company has decided to adopt and deploy Zoho CRM and need to learn how to use the system.
• People who are joining a sales position in a new a company that is using Zoho CRM
• Salespeople who want to get a better understanding for how a CRM works.

Who is the target audience?

Users who are just getting started with Zoho CRM