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!
How to Sign In
Password Management
Understanding The Menus
Zoho One UI Navigation
Profile (My Account)
Zia Search
Directory (Manage Users, Manage Apps, Manage Your Zoho Store)
Difference between Zoho One vs Direct App Interface
Create the Company Knowledge Base (Zoho Learn / Zoho Connect)
An Overview Of The Zoho One Suite Of Apps
Zoho CRM Is Your Base
Sync Your Emails With Zoho CRM
Email Deliverability (Make Sure Your Emails Delivered Properly)
Connecting Your Calendar To Zoho CRM
Setup Your Personal Settings
Setup The Company Details
Expend Your CRM Using The Zoho Marketplace
Taking Backups
How to Navigate (Top and Bottom Menus)
Module Management : Filters and Actions
Module Management : Views, Custom Views, Records per page, Manage Columns
Related List, Sections & Fields
Timeline & Notes (Segmentation of The Data)
Record More Options
create, Update and Delete a Record
Zoho cRM Basic Usage (Lead to Deal)
Understanding Module and Fields ( Modules, Tab Groups, Web Tabs)
How To Organize Modules & Create New Custom Modules
Don't Create Multiple Layouts - This Is Why
Manage Your Layout and Fields
The Power of Layout Rules
Working With Sub Forms
Working With Pick Lists / Global Sets
Single and Multi Lookup Fields
Quick Create & Detail View Usage
Optimize Your Picklists Using Dependency Fields
Lead Conversion Mapping
