Program Curriculum
Day 1 | Onboarding
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
Day 6 | Configurations Part 3
Available in
days
days
after you enroll
Day 7 | Advanced (Optional)
Available in
days
days
after you enroll