About:
This is an eight-day training program for Zoho customers and partners to learn more about the Zoho CRM Plus Suite.
Who is it for?
Zoho CRM Plus customers who want to train people at the admin level to set up Zoho for their business. Zoho partners who want to perform admin-level customizations for their clients
Day 1
Introduction to Zoho CRM Plus Suite
Introduction to Zoho CRM Plus
- Why Zoho CRM Plus?
- Introducing Zoho CRM Plus Admin Panel
Zoho CRM Part I
Introduction to Zoho CRM
General Settings
- Personal Settings
- Company Details
Sales Process Automation
- Leads, Contacts, Accounts, Deals, and Campaigns
- Activities: Tasks, Events, and Calls
- Tools such as Macros, Tags, Mass Update, and Share
Inventory Management
- Products, Quotes, Invoices, Sales Orders, Purchase Orders, Price Books, and Vendors
Basic Customization
- List View
- Kanban View
- Canvas View
- Advance Filters
- Business Card View
- Related List Customization
Security Administration
- Security Control
- Compliance Settings
- Territory Management
Day 2: Zoho CRM Part II
- Emails
- Telephony
- Business Messaging
- Social
- Chats
- Signals
- Portals
Advanced Customization
- Modules and Fields
- Templates
- Wizards
- Pipelines
- Copy Customization
- Home page Customization
- Translation
- Canvas
Automation
- Workflows and Actions
- Schedules
- Assignment Rules
- Case Escalation Rules
- Copy Customization
- Scoring Rules
- Marketing Attribution
- Segmentation
Day 2
Zoho CRM Part II
Channels
- Emails
- Telephony
- Business Messaging
- Social
- Chats
- Signals
- Portals
Advanced Customization
- Templates
- Wizards
- Pipelines
- Copy Customization
- Home page Customization
- Translation
- Canvas
- modules
Automation
- Templates
- Wizards
- Pipelines
- Copy Customization
- Home page Customization
- Translation
- Canvas
Day 3 - Zoho CRM Part II
Zoho CRM Part II
Process Management
- Blueprint
- Approval Processes
- Review Processes
- CommandCenter
Data Administration
- Import
- Export
- Data Backup
- Document Storage
- Recycle Bin
- Audit Log
- Admin Tools
- Sandbox
Integrations
- Zoho integrations
- Some important third-party integrations
Other Tools
- Forecasts
- Feeds
- Calendar Booking
- Motivator
- Inbuilt Widgets
Developer Space
- Webforms and Analytics
- Webform A/B Testing