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Learning Zoho CRM

via LinkedIn Learning

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Details

Provider

LinkedIn Learning
Pricing

Free Trial Available
Languages

English
Certificate

Certificate Available
Effort

1 hour 5 minutes
Sessions

Self-Paced
Level

Beginner

Found in

Zoho CRM Courses

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Overview

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Learn how to manage customers, sales, and businesses in Zoho CRM, a powerful tool for tracking the sales process.

Syllabus

Introduction

Manage customer relationships online with Zoho CRM
What you need to know

1. Get Started with Zoho CRM

What is a CRM?
What Zoho CRM has to offer
Launch the free Zoho CRM
Update your profile
Get your browser ready for Zoho

2. Work with Leads

Add new lead records
View and filter leads
Edit lead records
Add notes to a lead
Add an attachment to a lead
Add and edit activities

3. Work with Contacts and Accounts

Convert leads to accounts and contacts
Duplicate a contact
Create a contact from scratch
Delete a record

4. Work with Deals and Reports

Create a deal for a contact
Search and locate records
Run a report
Manage reports

Conclusion

Next steps

Taught by

David Rivers

Reviews

5.0 rating, based on 1 Class Central review

4.7 rating at LinkedIn Learning based on 926 ratings

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Bryant Daniel

Learning Zoho CRM has significantly enhanced my understanding of customer relationship management and streamlined my approach to tracking leads and deals.