Zoho CRM Setup and Customization.

By Alan Hickmon, Technical support Engineer

In this webinar, we go beyond the basics and learn how to setup and customize CRM to fit your business needs. We'll show you how to control users and permissions, create multipage layouts and custom fields, and introduce you to forecasting, SalesSignals and SalesInbox. We'll also show you how to set up automation features, including workflow rules and approval processes.

About Alan Hickmon,

Alan is a Sales Engineer at Zoho. He helps customers evaluating the product suite understand the capabilities and how it would best fit their current processes. He conducts demos and requirements calls handling all technical questions. His critical thinking has allowed him to quickly become a key member of the US sales team.