Zoho CRM for Administrators

How to setup and customize Zoho CRM for your business.
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  • Lectures 10
  • Contents Video: 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 9/2014 English

Course 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.

What are the 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.

What am I going to get from this course?

  • Setup and Customize CRM
  • Manage Users and Permissions
  • Import and Export Data
  • Intro to Automation and Workflows

What is the target audience?

  • New Zoho CRM administrators

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction to Zoho CRM Administrator Responsibilites
02:17

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

05:22

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

Section 2: Users, Permissions, and Customization
08:26

Lecture 3 covers user management, permissions, and roles.

07:21

Lecture 4 covers additional user options like groups and territory management

Section 3: Basic Customization
12:18

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

05:02

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

Section 4: Automation and Resources
12:43

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

03:27

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

07:16

Lecture 9 covers workflow automation.

Resources
03:14

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Instructor Biography

Zoho Academy, Training Team at Zoho

Zoho Academy is the official training account for Zoho products and other related topics in Udemy. You can get trained on:

  • Product usage basics
  • Advance product configuration and administration
  • Tips and Tricks
  • Related topics

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