Familiarize yourself with some basic terminology that we will be using throughout the course.
- Adding, Editing, and Tracking Leads.
- Converting a Lead.
- Email Integration and more.
Adding A Lead
This video covers the basics of adding and editing a lead in Zoho CRM. Watch this lecture to learn more about:
- Bringing Leads into your system.
- Editing Lead Information.
- Using Different Views.
This video covers the basics of using and editing different lead tracking fields. In this lecture you will learn more about:
- Editing Existing Leads.
- Tracking and Follow-up.
Converting a Lead
- Converting Leads into Contacts and Accounts.
- Adding and Tracking Deals.
- Get the right sales context for your emails and more.
Reports & Dashboard
- How to export reports.
- How to create custom reports and more.
- How to create a document from Zoho CRM.a document from Zoho CRM.
- How to upload a document from your computer into the CRM and more.
Activities & Home Tab
- How to use the Activities section.
- How to create different views in that section and more.
Please note that Setup related screens that you see in
the videos might not include features that were recently released.