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Zoho CRM Team Training | Standard User
Day 1 | Onboarding
Welcome to the Program! (1:15)
The Plan for Your Training (1:38)
Request Access to Zoho CRM (2:47)
Setup Email IMAP (3:38)
Add Your Email Signature (1:35)
Ensure You Have The Correct User Profile and Role (4:55)
Download the Zoho CRM Mobile App (1:16)
Day 1 | Basic Training
Core Modules Explained (5:24)
Create a Lead (1:37)
Edit Lead (1:31)
Clone Records (1:10)
Add Notes (1:54)
Attach Files (1:41)
Creating Activities (5:24)
Creating Contacts and Save and New (1:37)
Delete and Restore Records (2:40)
Mass Update Records (1:27)
Convert a Lead (4:32)
Search for a Record (3:14)
Record View Types (4:21)
Create a Custom View (3:48)
Send an Email (1:41)
Email Insights (1:52)
Create an Email Template (2:57)
Send Mass Emails (1:51)
Create and Send a Quote (3:02)
Create a Report (4:27)
MOBILE Create, Edit, and Delete a Lead (1:42)
Give Feedback
MOBILE Search for a Record (1:10)
Ensure You Have The Correct User Profile and Role
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