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