Zoho CRM User Training Course Beginner To Expert Course
What you’ll learn
What Is Zoho CRM
How To Use Zoho CRM
Manage Data Inside Zoho CRM
A Clear Breakdown Of Each Module
Requirements
Access To Zoho CRM
No Experience Required
Willingness To Learn
Description
In this Zoho CRM user training course, I explain how to use all of the features inside Zoho CRM, helping users go from a beginner to expert.At the start of this course, I go over the key areas of the Zoho CRM system to help get you underway with using the system. As you work further into the course I go into detail on more advanced features of the Zoho CRM system, including mass email, creating and using filters, using blueprints to manage leads, using calendar booking and a host of other features available inside of the system. I finish the course by explaining how to use each of the different modules inside of the Zoho CRM system, discuss what each module is used for and how it would work.There are over 5 hours of content in this course to help guide you through the various features of Zoho CRM. If you have any further questions during the course you are more than welcome to get in touch, I would be more than happy to answer any questions you do have. This course will take you from Zoho CRM beginner to expert, allowing you to utilise all of the features inside of your Zoho CRM system. I hope you enjoy the course. Nick
Overview
Section 1: Records
Lecture 1 What Are Records?
Lecture 2 How To Create A New Record
Lecture 3 How To Delete A Record
Lecture 4 Record Ownership Explained
Lecture 5 How To Print A Record
Lecture 6 Adding Notes & Attachments To Records
Lecture 7 Using The Record Timeline
Section 2: Relationships
Lecture 8 What Are Relationships?
Lecture 9 Using A Record Related List
Section 3: Views
Lecture 10 What Are Views?
Lecture 11 How To Change Views
Lecture 12 How To Edit Views
Lecture 13 How To Create & Save Views
Lecture 14 How To Print A View
Section 4: Filters
Lecture 15 What Are Filters?
Lecture 16 How To Use Filters
Lecture 17 How To Create & Save Filters
Section 5: Tags
Lecture 18 What Are Tags?
Lecture 19 How To Create Tags
Lecture 20 How To Add & Remove Tags
Lecture 21 Searching Using Tags
Section 6: Blueprints
Lecture 22 What Are Blueprints?
Lecture 23 How To Use Blueprints
Section 7: Calendar
Lecture 24 What Is Calendar?
Lecture 25 How To Use The Calendar
Lecture 26 How To Change Calendar Preferences
Section 8: Calendar Booking
Lecture 27 What Is Calendar Booking?
Lecture 28 How To Use Calendar Booking
Section 9: Search
Lecture 29 How To Search For Records
Section 10: GDPR
Lecture 30 What Is GDPR In Zoho CRM
Lecture 31 How To Manage GDPR Inside Zoho CRM
Section 11: Homepage
Lecture 32 What Is The Homepage?
Lecture 33 How To Edit The Homepage
Section 12: Actions
Lecture 34 What Are Actions?
Lecture 35 Mass Delete
Lecture 36 Mass Update
Lecture 37 Drafts
Lecture 38 Autoresponders
Lecture 39 Approve Records
Lecture 40 Deduplicate Records
Lecture 41 Add To Campaigns
Section 13: Leads
Lecture 42 What Are Leads?
Lecture 43 How To Create A Lead
Lecture 44 How To Manage Leads
Lecture 45 How To Approve & Convert Leads
Section 14: Contacts
Lecture 46 What Are Contacts?
Lecture 47 How To Create A Contact
Lecture 48 How To Manage Contacts
Section 15: Accounts
Lecture 49 What Are Accounts?
Lecture 50 How To Create An Account
Lecture 51 How To Manage Accounts
Section 16: Deals
Lecture 52 What Are Deals?
Lecture 53 How To Create A Deal
Lecture 54 How To Manage Deals
Lecture 55 How To Use The Deals Pipeline – Won Or Lost
Lecture 56 Using The Kanban View For Deals
Section 17: Meetings
Lecture 57 How To Log A Meeting (Activities)
Lecture 58 How To Log A Meeting (Records)
Lecture 59 How To Manage Meetings
Section 18: Phone Calls
Lecture 60 How To Schedule A Phone Call (Future)
Lecture 61 How To Log A Call (Past)
Lecture 62 How To Track A Live Call (Live)
Lecture 63 How To Manage Phone Calls
Section 19: Email
Lecture 64 How To Send Emails
Lecture 65 How To Mass Send Emails
Section 20: Reports
Lecture 66 What Are Reports?
Lecture 67 How To Use Reports
Lecture 68 How To Create A Report Schedule
Lecture 69 How To Create Reports
Section 21: Analytics
Lecture 70 What Is Analytics?
Lecture 71 How To Use & Edit Analytics
Section 22: Documents
Lecture 72 What Are Documents?
Lecture 73 How To Upload & Create Documents
Lecture 74 How To Access & Manage Documents
Lecture 75 How To Download & Share Documents
Section 23: Products
Lecture 76 What Are Products?
Lecture 77 How To Create A Product
Lecture 78 How To Manage Products
Section 24: Quotes
Lecture 79 What Are Quotes?
Lecture 80 How To Create A New Quote
Lecture 81 How To Send A Quote
Lecture 82 How To Manage & Convert Quotes
Section 25: Sales Orders
Lecture 83 What Are Sales Orders?
Lecture 84 How To Create A Sales Order
Lecture 85 How To Manage, Send & Convert Sales Orders
Section 26: Purchase Orders
Lecture 86 What Is A Purchase Order?
Lecture 87 How To Create A Purchase Order
Lecture 88 How To Manage Purchase Orders
Section 27: Invoices
Lecture 89 What Is An Invoice?
Lecture 90 How To Create A New Invoice
Lecture 91 How To Manage & Send Invoices
Section 28: Feeds
Lecture 92 What Are Feeds?
Lecture 93 How To Use Feeds
Lecture 94 Setting Auto Follow Rules & Preferences
Section 29: Campaigns
Lecture 95 What Are Campaigns?
Lecture 96 How To Create A New Campaign
Lecture 97 How To Manage Campaigns
Lecture 98 Adding Records To Campaigns
Section 30: Vendors
Lecture 99 What Are Vendors
Lecture 100 How To Create & Manage Vendors
Section 31: Price Books
Lecture 101 What Are Price Books?
Lecture 102 How To Create & Manage Price Books
Section 32: Cases
Lecture 103 What Are Cases?
Lecture 104 How To Create & Manage Cases
Section 33: Solutions
Lecture 105 What Are Solutions?
Lecture 106 How To Create A Solution
Anyone Starting Out With Zoho CRM,Anyone Keen To Expand Their Knowledge On Zoho CRM,Anyone Considering Buying Zoho CRM For Their Business
Course Information:
Udemy | English | 5h 16m | 2.19 GB
Created by: Nick Boardman
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