Welcome to our Zoho CRM Beginner’s Tutorial, brought to you by TECHNO SET, your trusted Zoho Partner. 🚀 #zohocrm #tutorial #zoho #training
In this step-by-step guide, we’ll show you everything you need to know to get started with Zoho CRM, from navigating the homepage to managing leads, accounts, deals, reports, and analytics. Whether you’re new to Zoho CRM or looking to sharpen your skills, this tutorial will help you master the essentials in under 25 minutes.
👉 What you’ll learn in this video:
00:40 Zoho CRM Homepage overview
01:22 Understanding modules: Leads, Accounts, Contacts, Deals
01:54 Managing Leads (tasks, notes, emails, filters)
03:31 Converting Leads into Accounts, Contacts, and Deals
03:52 Tracking and updating Deals in your sales pipeline
04:59 Using Reports and Analytics to measure performance
05:50 Setting up email integration with Zoho CRM
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