Zoho CRM for Administrators
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.
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.
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:
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
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.
Zoho Academy is the official training account for Zoho products and other related topics in Udemy. You can get trained on: