Program Curriculum
Day 1 | Onboarding
Available in
days
days
after you enroll
- Welcome to the Zoho CRM Training Program! (1:09)
- 👉 INVITE YOUR TEAM 👈 || Zoho CRM Team Training (1:34)
- Team Training Strategy
- The Plan for Day 1 - Get the Administrator Checklist (1:38)
- Block Off Time for the Program (0:32)
- Checklist Item 2 - Setup Your Email IMAP (7:28)
- Understanding Zoho CRM Email (9:31)
- Checklist Item 3 - Adding DKIM and SPF Records (4:29)
- Checklist Item 4 - Add Your Email Signature (2:19)
- Checklist Item 5 - Add a System User (6:04)
- Checklist Item 6 - CRM Admin Role and Profile (2:12)
- Checklist Item 7 - Understanding Roles & Profiles (29:51)
- Checklist Item 8 - Invite Your Team to Join Zoho CRM (6:47)
- Checklist Item 9 - Send Standard Users Their Onboarding Checklist (1:45)
- Checklist Item 10 - Company Details Settings (6:24)
- Checklist Item 11 - Download the Zoho CRM Mobile App (1:32)
- Checklist Item 12 - Give Feedback. Improve the Program.
Day 2 | Basic Training
Available in
days
days
after you enroll
- The Plan for Day 2 (0:42)
- Core Modules Explained (50:26)
- Creating Profiles (6:05)
- Roles and Sharing Rules - Groups (12:41)
- Creating a Record (5:07)
- Editing a Record (3:19)
- Cloning Records (1:25)
- Add Notes (6:08)
- Attachments and Links (3:38)
- Create Activities (15:15)
- Delete and Restore Records (4:38)
- Lead Conversion (9:25)
- Searching and Filtering List Views (5:24)
- Custom Views (5:19)
- Sending Emails (3:20)
- Email Insights (5:31)
- Sending Mass Emails (4:32)
- Reports and Analytics (7:37)
- Mass Update Records (1:50)
- Data Enrichment (5:10)
- Creating and Sending a Quote (8:29)
- CRM Mobile (13:24)
Day 3 | Customization
Available in
days
days
after you enroll
Day 4 | Configurations Part 1
Available in
days
days
after you enroll
- The Plan for Days 4,5,6 (0:55)
- Email Configuration (6:18)
- Email Intelligence (1:06)
- Email Parser (8:09)
- BCC Dropbox (2:50)
- Deduplication and Unique Fields (5:49)
- Business Messaging Setup (1:17)
- Copy Customization (2:30)
- Telephony (3:09)
- CRM Portals (7:04)
- Signals (3:12)
- Templates (14:30)
- Data Preparation For Import (13:14)
- Standard Import (10:47)
- Export Data (3:09)
- Storage (3:11)
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