Zoho CRM for Administrators
4.5 (254 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Zoho CRM for Administrators

How to setup and customize Zoho CRM for your business.
4.5 (254 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
4,884 students enrolled
Created by Zoho Academy
Last updated 9/2014
English
Price: Free
Includes:
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Setup and Customize CRM
  • Manage Users and Permissions
  • Import and Export Data
  • Intro to Automation and Workflows
View Curriculum
Requirements
  • You should already have a Zoho account and be setup as an administrator. If you don't have an account yet, you can create one for free.
  • Please note your version of the CRM may look slightly different than what is in the presentation depending on what edition of Zoho CRM you are subscribed to.
Description

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:

  • People who are set up with Admin privileges on their Zoho CRM account.
  • People who are responsible for managing the backend of the CRM.
Who is the target audience?
  • New Zoho CRM administrators
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Curriculum For This Course
Expand All 10 Lectures Collapse All 10 Lectures 01:07:26
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Introduction to Zoho CRM Administrator Responsibilites
2 Lectures 07:39

Lecture 1 covers a brief overview of the course as well as the responsibilities of the Zoho CRM administrator.

Course Overview
02:17

Lecture 2 covers editing your basic personal and organizational settings in Zoho CRM.

Organization and Personal Settings
05:22
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Users, Permissions, and Customization
2 Lectures 15:47

Lecture 3 covers user management, permissions, and roles.

Users and Permissions
08:26

Lecture 4 covers additional user options like groups and territory management

Additional Permissions Options
07:21
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Basic Customization
2 Lectures 17:20

Lecture 5 covers adding, editing, and customization of fields.

Field Customization
12:18

Lecture 6 covers how to customize the way tabs and modules appear in Zoho CRM.

Module and Tab Customization
05:02
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Automation and Resources
4 Lectures 26:40

Lecture 7 covers data import, export, and backup and goes through a live data import demo.

Import, Export, and Data Backup
12:43

Lecture 8 covers an intro to automation tools as well as mass update, email, and delete.

Intro to Automation Tools
03:27

Lecture 9 covers workflow automation.

Automation Tools (Part 2)
07:16

Resources
03:14
About the Instructor
Zoho Academy
4.4 Average rating
2,051 Reviews
15,273 Students
4 Courses
Training Team at Zoho

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:

Zoho CRM
Zoho Campaigns
Zoho Creator

If you'd like to see a course for a different Zoho Product, please let us know!