Zoho CRM User: Learn How to Master Sales Process Workflows

Create an account in Zoho CRM by navigating to the accounts module, completing required fields such as account name, industry, phone, and website, then saving.

Edit accounts in the Zoho CRM accounts module by updating a single or multiple fields, including the owner, and copy billing to mailing address for privately owned accounts.

Learn to clone accounts and manage member accounts in the accounts module. Establish links with a parent account, create multiple member accounts, and organize groups and departments.

Learn how to delete accounts in Zoho CRM by selecting records in the view, confirming deletion, and moving the accounts and their associated records to the recycle bin.

Associate an account with a task in Zoho CRM, linking it to open activities and creating a 'get to know their client' task with due date February 9.

Create contacts via the contacts module and create contact form, linking the new contact to an account with preloaded address data and entering required fields before saving.

Access the contacts module, edit the phone number and secondary email, and save. Open the edit form to add qualifications and note the contact's interest and investment range.

Clone existing contacts in the Zoho CRM contacts module, update job title, email, and phone, preserve the company and lead source, and create a new record quickly.

learn how to delete contacts in a custom view by selecting the checkbox, clicking delete, and confirming to move records to the recycle bin, so they disappear from the view.

Learn to associate contacts with other system records in Zoho CRM. Add products from the product related list and view notes, attachments, emails, and campaigns linked to the contact.

Learn to create a potential in Zoho CRM by selecting a contact, linking the account, and filling fields, while tracking stage history, contact roles, stages, and probabilities driving revenue.

Learn how to edit deals in Zoho CRM, update amounts, and move a potential from qualification to proposal/price quote to advance sales workflows.

Clone an existing potential to create a new deal for the same account but with a different contact in Spain, updating the name, due date, and stage to qualification.

Learn to delete deals from within a potential record in Zoho CRM, move them to the recycle bin, and verify deletion in the potentials module.

Associate deals with potentials by adding a contact role from the same account to connect the right manager to the potential.

Configure the big deal alert in the Zoho CRM deals module with workflow automation. Set €50,000 as the threshold and manage weekly updates and activation.

Manage deals in Zoho CRM by tracking stages, signing contracts, and closing opportunities. Review stage history and timeline to see days in each stage and upcoming actions.

Learn to create role-based sales forecasts in Zoho CRM, set and adjust targets, monitor pipeline value, and resolve target mismatches to improve forecast accuracy.

Learn to create forecasts based on territory hierarchy in Zoho CRM's forecasts module, enable territory management, and set a global target of €100,000 with territory and manager targets for May.

Edit forecast settings in Zoho CRM by adjusting the forecast hierarchy and target period monthly, then save to apply the fiscal start month and fields like amount or real revenue.

Learn how to manage forecasts in Zoho CRM, create forecasts for roles and subordinates, track targets and open deals, and use tasks and macros to move deals toward closure.

Explore the feeds module, a bulletin board of updates with photos and status posts. Filter by module, status, or dates; follow records and review the information and chronology views.

Access the feeds module to send private or public messages to CRM users, attach documents, and post alerts. Create a sales group and apply data sharing rules to share records.

Follow up on social CRM records by creating follow rules in the feeds module for potentials, with amount ≥ 2200 euros, created by me and shared with me.

Learn how to manage document folders in Zoho CRM, create and organize folders like contracts, set sharing and permissions, edit, delete, and export folders.

Manage documents in the documents module by classifying files into groups, creating Word documents or other types, uploading files to folders, and using move, copy, or delete to organize.

Learn the differences between tasks, events, and goals in social crm; tasks have a due date, events have a timeframe, and goals (calls) capture conclusions with timers and calendar scheduling.

Learn how to create tasks linked to a deal in Zoho CRM, such as making an offer, using the open activities related list and saving the task.

Explore two methods to create tasks not associated to records in the activities module, set subject and due date, and apply not started, high priority, with a 10 am reminder.

Create events linked to CRM records by using the open activities list, fill event details for a project-closing meeting, associate it with the deal and contact, and save to confirm.

Learn to create events not associated with CRM records via the activities module or the event button, then set subject, location, duration, date, and participants, save, and view in activities.

Learn to create calls associated to records in the Zoho CRM contacts module by using open activities, entering subject, call purpose, and schedule details, and confirming the call creation.

Create unassociated calls in the activities module to generate quotes, defining purpose and details without linking to a record; scheduled calls must be linked to a lead or contact.

Navigate and manage open and closed activities in zoho crm, view task details and timeline, log social or email conversations, and mark calls as completed with follow-ups.

Learn to create recurring tasks and events in Zoho CRM with a weekly pattern, starting January 15 and ending June 24, including a reminder and no email notification.

Explore how to use the CRM calendar to view days with events, switch between day, week, and month views, and create internal events with reminders for specific users or groups.

Edit Zoho CRM calendar preferences to tailor display and user settings, including week start, day hours, visible activity types, durations, reminders, and Apple Calendar sync.

Learn three ways to delete activities in Zoho CRM: delete from the record, mass delete, and selective deletion with checkboxes, including event cancellation notices to participants.

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