Learning Zoho CRM

Zoho CRM is a powerful tool for managing the sales process, from working with prospects to closing deals—and even beyond, into customer service. In this course, David Rivers dives into the sales management aspects of Zoho CRM. Learn all about what Zoho CRM has to offer, as well as how to update your profile and ready your browser for Zoho. Learn how to add and work with leads, convert leads into accounts and contacts, and work with deals and reports.

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What you’ll learn

  • What is a CRM?
  • What Zoho CRM has to offer
  • Adding new lead records
  • Viewing, filtering, and editing leads
  • Working with contacts and accounts
  • Creating a deal for a contract
  • Running and managing reports


Software Type


SKU: 325 Category: