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CRM Overview  

Zoho CRM Overview

Familiarize yourself with some basic terminology that we will be using throughout the course. This lecture gives you an overview of the entire course that includes, 

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.
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Add Lead  

Adding a Lead to your CRM

This video covers the basics of adding and editing a lead in Zoho CRM. Watch this lecture to learn more about:

This video covers the basics of adding and editing a lead in Zoho CRM.

  • Bringing Leads into your system.
  • Editing Lead Information.
  • Using Different Views.
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Lead Tracking  

Lead Tracking

This video covers the basics of using and editing different lead tracking fields. In this lecture you will learn more about:

This video covers the basics of using and editing different lead tracking fields.

  • Editing Existing Leads.
  • Tracking and Follow-up.
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Converting a Lead  

Converting a Lead

Lead conversion in one of the most important activities that you would perform on a regular basis. This lecture on Lead Conversion will cover:

Lead conversion in one of the most important activities that you would perform on a regular basis.

  • Converting Leads into Contacts and Accounts.
  • Adding and Tracking Deals.
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Email Integration  

Email Integration

Watch this video where we will walk you through the benefits of integrating your email with Zoho CRM in detail. By integrating your email with Zoho CRM, you will be able to:

Watch this video where we will walk you through the benefits of integrating your email with Zoho CRM in detail.

  • Get the right sales context for your emails and more.
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Reports  

Reports & Dashboards

Reports and Dashboards form an integral part of CRM, giving you real-time insights on your organization’s key metrics. Watch this lecture to learn:

Reports and Dashboards form an integral part of CRM, giving you real-time insights on your organization’s key metrics.

  • How to export reports.
  • How to create custom reports and more.
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Document Management  

Document Management

Following up on leads and contacts often involves having to share documents. Watch this lecture to learn:

Following up on leads and contacts often involves having to share documents.

  • How to create a document from Zoho CRM.
  • How to upload a document from your computer into the CRM and more.
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Activities  

Activities and Home tab personalization

Activities come very handy during your sales follow-up process. An activity in Zoho CRM is any event, task, or call. Watch this lecture to learn:

Activities come very handy during your sales follow-up process. An activity in Zoho CRM is any event, task, or call.

  • How to use the Activities section.
  • How to create different views in that section and more.
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Resources  

Resources

Know about various Zoho CRM resources available to you and where you can find them so you can keep learning. Watch this lecture that will cover:

Know about various Zoho CRM resources available to you and where you can find them so you can keep learning.

  • An overview of all the Zoho CRM resources.
  • Add-ons and third-party integrations that are available.
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* Last updated: Oct, 2017