Welcome to our brand new Zoho One Course!

This live online training program is designed to equip you with all the necessary skills and knowledge to effectively use the Zoho One suite of business applications, including Zoho CRM, Zoho Campaigns, Zoho Social, Zoho Forms, Zoho Desk, Zoho Books, Zoho Cliq, and Zoho Survey.

With over 10,000 students and 1,000 Zoho implementations, our course has been developed based on collective experience to cater to a broad range of needs. Whether you want to learn about the Zoho system, administrate your organization's Zoho suite, or build your own system, this course is perfect for you.

Our primary objective is to provide you with a thorough understanding of the Zoho platform so that you can fully leverage its features and benefits. From the fundamentals of Zoho to advanced customization and automation options, we cover everything you need to know.

As a Zoho administrator, you'll discover how to manage the suite effectively and ensure that your team makes the most of its powerful applications.

Whether you're a business owner, Zoho administrator, or simply curious about Zoho, we welcome you to join us for this engaging and informative course. Let's get started!

Zoho CRM Available Modules

    1. How to Sign In

    2. Password Management

    3. Understanding The Menus

    4. Zoho One UI Navigation

    5. Profile (My Account)

    6. Zia Search

    7. Directory (Manage Users, Manage Apps, Manage Your Zoho Store)

    8. Difference between Zoho One vs Direct App Interface

    9. Create the Company Knowledge Base (Zoho Learn / Zoho Connect)

    1. An Overview Of The Zoho One Suite Of Apps

    1. Zoho CRM Is Your Base

    2. Sync Your Emails With Zoho CRM

    3. Email Deliverability (Make Sure Your Emails Delivered Properly)

    4. Connecting Your Calendar To Zoho CRM

    5. Setup Your Personal Settings

    6. Setup The Company Details

    7. Expend Your CRM Using The Zoho Marketplace

    8. Taking Backups

    1. How to Navigate (Top and Bottom Menus)

    2. Module Management : Filters and Actions

    3. Module Management : Views, Custom Views, Records per page, Manage Columns

    4. Related List, Sections & Fields

    5. Timeline & Notes (Segmentation of The Data)

    6. Record More Options

    1. create, Update and Delete a Record

    2. Zoho cRM Basic Usage (Lead to Deal)

    1. Understanding Module and Fields ( Modules, Tab Groups, Web Tabs)

    2. How To Organize Modules & Create New Custom Modules

    3. Don't Create Multiple Layouts - This Is Why

    4. Manage Your Layout and Fields

    5. The Power of Layout Rules

    6. Working With Sub Forms

    7. Working With Pick Lists / Global Sets

    8. Single and Multi Lookup Fields

    9. Quick Create & Detail View Usage

    10. Optimize Your Picklists Using Dependency Fields

    11. Lead Conversion Mapping

About this course

  • 58 lessons