• Post category:StudyBullet-13
  • Reading time:5 mins read

Become a Pro in Zoho CRM and manage your sales, marketing and support in one CRM platform effectively and productively.

What you will learn

You will learn Zoho CRM in detail

You will be able to learn how to manage sales, marketing, and support in one CRM platform

You will also learn about Leads

You will learn how to convert lead into account and contact

You will be able to learn how to create, delete, and restore records

You will also learn about deals, search, and reports

You will also learn the rules related to scoring, workflow, and assignment

and much more


Welcome guys in this course I will be your instructor. In this course I will talk straight to the point. Therefore, we will cover more in less time.

I tried my best to make this course compact and valuable. Because lots of people don’t have enough time to watch lengthy courses. So, if you are one of those then this is perfect course for you.

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform.

Zoho CRM’s has multiple plans, you can choose the one that best fits your needs. So, it works well for small to large businesses, but it’s especially useful for new, small businesses that need a system that will grow with it.

In this course you will easily learn and understand about leads, contacts, records, reports, search, forms, rules and processes in each module and you can implement it in practical grounds without any difficulty.

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Zoho CRM helps thousands of small and medium-sized enterprises across the globe to streamline their sales processes. With the Zoho Sign extension for Zoho CRM, you can now send documents required for signing to any contact stored in your CRM directly from the application. The integration also extends to Zoho CRM’s mail merge and inventory templates, where you can use the CRM data to send out customized documents out for signing without having an ugly fixed-length placeholders.

Zoho’s success is its focus on scalability by unifying its CX platform horizontally and vertically means that more companies can be personal with their customers. Zoho has a plan for minimizing the adoption barrier of its operating system for business.

I invite you to join me on this Zoho CRM journey.

Let’s get started.

Thank you.



Module 1

What is CRM
Different editions
Adding profile details

Module 2

Creating leads
Filtering and sorting
Edit the lead
Adding notes to leads
Attach file and link
Creating activity

Module 3

Convert lead into account and contact
Cloning contacts
Creating contact
Delete and restore records

Module 4

Creating deals

Module 5

Create forms
Approval processes
Scoring rules
Workflow rules
Assignment rules