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Zoho CRM Team Training | Admin
Day 1 | Onboarding
Welcome to the Program! (1:15)
Team Training Strategy
The Plan for Day 1 - Get the Administrator Checklist (1:58)
Block Off Time for the Program (1:34)
Checklist Item 1 - 👉 Invite Team Members to Join Training Program 👈 (2:45)
Checklist Item 2 - Setup Your Email IMAP (3:26)
Emailing in Zoho CRM Explained (6:17)
Checklist Item 3 - Adding DKIM and SPF Records (3:04)
Checklist Item 4 - Add Your Email Signature (1:31)
Checklist Item 5 - Add a System User (3:44)
Checklist Item 6 - Ensure You Have the Correct User Profile and Role (2:10)
Checklist Item 7 - Create Profiles for Your Team (6:39)
Checklist Item 8 - Invite Your Team to Join Zoho CRM (3:44)
Checklist Item 9 - Send Standard Users Their Onboarding Checklist (1:47)
Checklist Item 10 - Fill Out Company Details (4:27)
Checklist Item 11 - Download the Zoho CRM Mobile App (1:16)
Checklist Item 12 - Give Feedback. Improve the Program.
Day 2 | Basic Training
The Plan for Day 2 (1:07)
201 - Core Modules Explained (5:24)
202 - Create Profiles (2:13)
203 - Add Roles (2:23)
204 - Create a Lead (1:37)
205 - Edit Records (1:31)
206 - Clone Records (1:10)
208 - Attach Files (1:54)
209 - Create Activities (5:24)
210 - Create Contacts and Save and New (1:37)
211 - Delete and Restore Records (2:40)
212 - Convert a Lead (4:32)
213 - Search for a Record (3:14)
214 - Create a Custom View (3:48)
215 - Send an Email (1:41)
216 - Email Insights (1:52)
217 - Sending Mass Emails (1:51)
218 - Create a Report (4:27)
219 - Mass Update Records (1:27)
220 - Data Enrichment (3:58)
221 - Create and Send a Quote (3:02)
222 - MOBILE Create a Lead (1:42)
223 - MOBILE Search for Records (1:10)
224 - MOBILE Custom Views (4:38)
225 - MOBILE Customize Modules (1:40)
Day 3 | Customization
The Plan for Day 3 (3:34)
301 - Customize Home Pages (10:20)
302 - Customize Fields (21:43)
303 - Customize Picklist Colors (3:48)
304 - Customize Sections (1:55)
305 - Customize Layouts (2:43)
306 - Customize Tab Groups (2:12)
307 - Customize Modules (3:46)
308 - Customize Pipelines (4:47)
309 - Customize Related Lists (3:39)
310 - Customize Subforms (4:16)
Day 4 | Configurations Part 1
The Plan for Days 4,5,6 (1:14)
Email Configuration (4:17)
Email Intelligence (0:59)
Email Parser (6:10)
BCC Dropbox (3:00)
Deduplication (5:43)
Business Messaging (2:48)
Copy Customization (2:43)
Telephony (2:28)
Portals (3:29)
Signals (2:24)
Templates (6:49)
Data Preparation For Import (10:50)
Import (6:58)
Remove Sample Data (1:02)
Export (2:49)
Storage (2:34)
Day 5 | Configurations Part 2
Canvas (9:16)
Wizards (4:01)
Actions (6:08)
Schedules (2:37)
Workflow Rules (6:44)
Assignment Rules (4:50)
Scoring Rules (5:27)
Approval Processes (4:32)
Blueprints (12:38)
Parallel Transitions (6:11)
Data Backup (1:53)
Audit Log (1:53)
Sandbox (8:27)
Day 6 | Configurations Part 3
Calendar Booking (3:24)
Company Details (5:58)
Compliance Settings (5:08)
Data Sharing Settings (6:02)
Personal Settings (1:31)
Schedules (2:32)
Territory Management (9:42)
Trusted Domain (4:33)
Users (4:53)
Zoho Marketplace (6:36)
Recycle Bin (1:56)
Day 7 | Advanced (Optional)
The Plan for Day 7 (0:56)
Create a Client Script (7:08)
API (4:20)
Connections (3:28)
Custom Functions (6:31)
Zoho CRM's API Documentation (1:53)
Checklist Item 7 - Create Profiles for Your Team
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