Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Learning Zoho CRM

via LinkedIn Learning

Write review

DataCamp

PowerBI Data Analyst - Create visualizations and dashboards from scratch

TrainSec

Learn EDR Internals: Research & Development From The Masters

Overview

Google, IBM & Meta Certificates – 40% Off

One plan covers every Professional Certificate on Coursera.

Unlock All Certificates

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

4.6 rating at LinkedIn Learning based on 667 ratings

Start your review of Learning Zoho CRM

Bryant Daniel

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