Zoho CRM Admin training
Learn to set up and run Zoho CRM for a real team. We cover modules, fields, security, automation, data and reports, and you practise on a sample business from start to finish.
Course details
- Duration
- 6 weeks, 24 live hours
- Mode
- Live online
- Fee
- Shared on enquiry, with team discounts
- Certificate
- VoozoWorld certificate of completion
Who it is for
- Sales operations staff and CRM admins starting with Zoho
- Business owners who want to run their own Zoho CRM
- Freshers and career changers aiming for a CRM admin role
- Anyone taking over an existing Zoho CRM
Outcomes
What you will be able to do
- Set up Zoho CRM from scratch for a sample business
- Control who can see and edit what with profiles, roles and sharing
- Automate follow-ups, assignment and approvals with workflows and Blueprint
- Import, clean and protect your data
- Build reports and dashboards that managers use
Syllabus
What we cover
Module 1: Getting started
Getting started
- How Zoho CRM is organised
- Users, company settings and editions
- Where Zoho CRM fits in Zoho One
Modules, fields and layouts
- Standard and custom modules
- Field types and validation
- Page layouts, related lists and custom views
Security and access
- Profiles and roles
- Sharing rules and field-level security
- Login history and audit trail
Module 2: The sales process
- Leads, contacts, accounts and deals
- Pipelines and stages
- Products, quotes and orders
Automation
- Workflow rules and actions
- Assignment rules and approvals
- Blueprint and scoring rules
Module 3: Data management
- Import, export and mass update
- Duplicate checks and merging
- Backups, recycle bin and sandbox
Communication
- Email integration and templates
- Mass email basics
- Tasks, calls and meetings
Module 4: Reports and dashboards
- Report types and filters
- Dashboards for sales and management
- Sharing and scheduling reports
Capstone
- Configure a CRM for a sample business
- Present it and get feedback
Hands-on work
- Configure a CRM for a sample business, from lead to closed deal
- Build a lead assignment and follow-up automation
- Create a sales dashboard for a manager
Before you start
- Basic computer skills
- No coding needed for this course
Questions
Good questions on this course
Do I need any technical background?
No. This is the admin course. You use settings and rules, not code. If you want to write code in Zoho, take the developer course after this one.
Will I get a certificate?
You receive a VoozoWorld certificate once you finish the hands-on project. It is not a Zoho, Salesforce or HubSpot exam certificate. We can also guide you towards the vendor's own certifications where they exist.
Can my company send a whole team?
Ask us. A team session can be planned around your CRM and your people.
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See the syllabus →Enquire about this course
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