Zoho CRM – Training for Sales Reps (Day One)


Log in to your account
  • Accessing Zoho CRM
  • Customizing your personal information
Sales process automation

Leads, contacts, accounts, deals, and campaigns

Inventory management
  • Products
  • Quotes and invoices
  • Sales orders and purchase orders
Follow-up and collaboration
  • Tasks
  • Meetings
  • Calls
  • Calendar booking
Mass actions
  • Mass emails
  • Macros
  • Working with tags
  • Mass convertion
  • Transferring ownership
  • Updating fields
Sales collaboration

Collaborating with colleagues using feeds


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