Zoho CRM – Training for Administrators (Day One)


  • Personal settings
  • Company details
Sales process automation
  • Leads, contacts, accounts, deals, and campaigns
  • Activities (tasks, meetings, and calls)
  • Calendar booking
Inventory management
  • Products, quotes, invoices, and sales orders
  • Purchase orders, price books, and vendors

Cases and solutions

Users and control
  • Users
  • Security control
  • Compliance settings
  • Territory management
User interface
  • All mass actions (emails, field updates, changing owner, conversion)
  • Macro actions
  • Manage tags
  • Merge duplicates


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