Zoho CRM – Training for Sales Managers (Day One)


Setting up your account
  • Accessing Zoho CRM
  • Customizing your personal information
Sales Process Automation

Leads, contacts, accounts, deals, and campaigns

Inventory Management
  • Products, quotes, invoices, and sales orders
  • Purchase orders, price books, and vendors
Follow-up and Collaboration
  • Tasks
  • Meetings
  • Calls
  • Calendar booking
Mass Actions
  • Macros
  • Working with tags
  • Mass emails
  • Mass conversion
  • Transferring ownership
  • Deleting records
  • Updating fields


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