Zoho CRM Basic Users Course

For those new to Customer Relationship Management software and that will be using CRM in their workplace. This course will help you to understand how to:

Find and mange records
Deduplicate and Mass Update records
Filter and search for key criteria
Use Macros for Bulk Actions

Course Content

Course Welcome and Materials

The 4 main components of a CRM

Finding and managing Records

Deduplicate and Mass Update records

Filter and search for key criteria

Use Macros for Bulk Actions

Using email templates

Essential Productivity Tips

About Instructor

Avon Collis

I have an MBA (Marketing), as well as many years of experience working closely with clients. I implement CRM and Marketing Automation systems. I have the knowledge and experience of having trialled thousands of software systems and understand their best use cases. Refresh your mindset and approach business the right way; discover the skills you already have you can use to turbo charge your business.

15 Courses