Complete Beginner's Guide to Becoming a Zoho CRM Admin (Part 1)
We teach you everything you need to design an effective and intuitive Zoho CRM instance! In this short course, we walk you through setting up your basic CRM account and help you get acquainted with all the moving parts in the Zoho CRM system.
Timestamps:
0:00 Creating a Free Gmail Account
1:32 Set up Zoho One
4:50 Intro to Modules
6:56 Intro to Records
8:19 Intro to Fields
9:12 Where do Records Come From?
11:35 Intro to Contacts
12:23 Intro to Accounts
14:00 Intro to Deals
15:26 Lead, Contacts, Accounts, and Deals
18:00 Lead Conversion
19:57 Creating 3 Leads
21:56 Convert 1 of Your Leads
23:01 Creating a Contact, Account, and Deal
24:58 Changing to Tabular View
Our full course is in this playlist: • Complete Beginner's Guide to Becoming a Zo...
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