Zoho CRM – Training for Administrators (Day One)

General

• 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

Support

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