Zoho CRM for Administrators

How to setup and customize Zoho CRM for your business.
4.4 (226 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.
4,511 students enrolled
Start Learning Now
  • Lectures 10
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

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

Who 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.


Section 1: Introduction to Zoho CRM Administrator Responsibilites

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.

Section 2: Users, Permissions, and Customization

Lecture 3 covers user management, permissions, and roles.


Lecture 4 covers additional user options like groups and territory management

Section 3: Basic Customization

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


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

Section 4: Automation and Resources

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.


Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Zoho Academy, 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!

Ready to start learning?
Start Learning Now