Learning Zoho CRM

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David Rivers

1:05:27

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01 - Introduction

01 - Manage customer relationships online with Zoho CRM.mp4

00:48

02 - What you need to know.mp4

01:10

02 - 1. Get Started with Zoho CRM

01 - What is a CRM.mp4

01:43

02 - What Zoho CRM has to offer.mp4

03:38

03 - Launch the free Zoho CRM.mp4

03:23

04 - Update your profile.mp4

03:12

05 - Get your browser ready for Zoho.mp4

01:50

03 - 2. Work with Leads

01 - Add new lead records.mp4

04:34

02 - View and filter leads.mp4

03:00

03 - Edit lead records.mp4

02:27

04 - Add notes to a lead.mp4

02:13

05 - Add an attachment to a lead.mp4

02:58

06 - Add and edit activities.mp4

05:32

04 - 3. Work with Contacts and Accounts

01 - Convert leads to accounts and contacts.mp4

04:16

02 - Duplicate a contact.mp4

02:11

03 - Create a contact from scratch.mp4

03:03

04 - Delete a record.mp4

02:55

05 - 4. Work with Deals and Reports

01 - Create a deal for a contact.mp4

06:18

02 - Search and locate records.mp4

03:29

03 - Run a report.mp4

03:11

04 - Manage reports.mp4

02:37

06 - Conclusion

01 - Next steps.mp4

00:59

Description

Zoho CRM is a powerful tool for managing the sales process, from working with prospects to closing deals—and even beyond, into customer service. In this course, David Rivers dives into the sales management aspects of Zoho CRM. Learn all about what Zoho CRM has to offer, as well as how to update your profile and ready your browser for Zoho. Learn how to add and work with leads, convert leads into accounts and contacts, and work with deals and reports.

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CRM Customer Relationship Management

Zoho

David Rivers

Instructor's Courses

Accomplished eLearning Author with over 200 courses live or archived at LinkedIn Learning / lynda.com. Professional Techincal Trainer and experienced Manager of Training Teams in various sectors. Author of numerous Computer Training Books and customized Video Tutorials. Specialties: Superior Presentation Skills Excellent Management Skills Expert knowledge of Office Automation Applications on Windows PCs and the Mac.

Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.