Learn how to manage customers, sales, and businesses in Zoho CRM, a powerful tool for tracking the sales process.
Overview
Syllabus
Introduction
- Manage customer relationships online with Zoho CRM
- What you need to know
- What is a CRM?
- What Zoho CRM has to offer
- Launch the free Zoho CRM
- Update your profile
- Get your browser ready for Zoho
- 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
- Convert leads to accounts and contacts
- Duplicate a contact
- Create a contact from scratch
- Delete a record
- Create a deal for a contact
- Search and locate records
- Run a report
- Manage reports
- Next steps
Taught by
David Rivers
