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LinkedIn Learning

Learning Zoho CRM

via LinkedIn Learning

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Overview

Learn how to manage customers, sales, and businesses in Zoho CRM, a powerful tool for tracking the sales process.

Syllabus

Introduction
  • Manage customer relationships online with Zoho CRM
  • What you need to know
1. Get Started with Zoho CRM
  • What is a CRM?
  • What Zoho CRM has to offer
  • Launch the free Zoho CRM
  • Update your profile
  • Get your browser ready for Zoho
2. Work with Leads
  • Add new lead records
  • View and filter leads
  • Edit lead records
  • Add notes to a lead
  • Add an attachment to a lead
  • Add and edit activities
3. Work with Contacts and Accounts
  • Convert leads to accounts and contacts
  • Duplicate a contact
  • Create a contact from scratch
  • Delete a record
4. Work with Deals and Reports
  • Create a deal for a contact
  • Search and locate records
  • Run a report
  • Manage reports
Conclusion
  • Next steps

Taught by

David Rivers

Reviews

4.7 rating at LinkedIn Learning based on 269 ratings

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