Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Zoho CRM Team Training | Standard User
Day 1 | Onboarding
Welcome to the Program! (1:09)
The Plan for Your Training (1:38)
Request Access to Zoho CRM (2:47)
Setup Email IMAP (7:28)
Add Your Email Signature (2:19)
Ensure You Have The Correct User Profile and Role (4:55)
Download the Zoho CRM Mobile App (1:32)
Day 2 | Basic Training
Core Modules Explained (50:26)
Create a Record (5:07)
Editing a Record (3:19)
Clone Records (1:25)
Add Notes (6:08)
Attachments & Links (3:38)
Activities (15:15)
Delete and Restore Records (4:38)
Lead Conversion (9:25)
Mass Update Records (1:50)
Searching & Filtering List Views (5:24)
Custom Views (5:19)
Sending Emails (3:20)
Email Insights (5:31)
Send Mass Emails (4:32)
Create and Send a Quote (8:29)
Reports & Analytics (7:37)
Mobile CRM (13:24)
Give Feedback
Mass Update Records
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock