Zoho CRM for administrators is designed for the Zoho administrators users who are just getting started with Zoho and want to customize the CRM for their business. This course explains all of the core customization and setup of Zoho CRM and aims to get a new Zoho CRM administrator comfortable with setting up the CRM in a way that's optimal for their business.
By the end of the course, users should be able to setup and customize Zoho CRM specifically for their business, and should be familiar with various administrative functions available in Zoho CRM.
The people that should take this course are:
Lecture 1 covers a brief overview of the course as well as the responsibilities of the Zoho CRM administrator.
Lecture 2 covers editing your basic personal and organizational settings in Zoho CRM.
Lecture 3 covers user management, permissions, and roles.
Lecture 4 covers additional user options like groups and territory management
Lecture 5 covers adding, editing, and customization of fields.
Lecture 6 covers how to customize the way tabs and modules appear in Zoho CRM.
Lecture 7 covers data import, export, and backup and goes through a live data import demo.
Lecture 8 covers an intro to automation tools as well as mass update, email, and delete.
Lecture 9 covers workflow automation.
Zoho Academy is the official Zoho training account that helps you learn about our products and other related topics in Udemy. You can get trained on:
Product usage basics
Advance product configuration and administration
Tips and Tricks
and other related topics
We are currently offering courses for:
If you'd like to see a course for a different Zoho Product, please let us know!