In this video, hear closing remarks and learn the next steps to follow after taking this course.
- [David] Well, congratulations on reaching the end … of this course on Zoho CRM Essential Training. … You should now have a better understanding … of what this cloud-based CRM tool has to offer … and how it might benefit you in your business. … So what's next? … Well, if you think Zoho is right for you … and you haven't already signed up, … this would be your first next step. … Remember, Zoho has a number of different editions … like Standard, Professional and even Enterprise editions. … If you want, you can try any of them for free … as each edition comes with the option of a 15 day trial. … So your next step will be to determine … which edition is best for you and your business … and give it a try. … Lastly, you can take your CRM knowledge … to the next level with LinkedIn Learning. … We have dozens of courses on a variety of CRM tools … and functionality, and check back often … for even more to come. … This is David Rivers saying thanks for watching, … and I hope to see you again soon. …
Author
Released
6/12/2019- What is a CRM?
- What Zoho CRM has to offer
- Adding new lead records
- Viewing, filtering, and editing leads
- Working with contacts and accounts
- Creating a deal for a contract
- Running and managing reports
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 10s
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1. Get Started with Zoho CRM
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What is a CRM?1m 43s
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What Zoho CRM has to offer3m 38s
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Launch the free Zoho CRM3m 23s
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Update your profile3m 12s
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2. Work with Leads
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Add new lead records4m 34s
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Edit lead records2m 27s
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Add notes to a lead2m 13s
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Add an attachment to a lead2m 58s
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Add and edit activities5m 32s
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3. Work with Contacts and Accounts
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Duplicate a contact2m 11s
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Delete a record2m 55s
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4. Work with Deals and Reports
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Create a deal for a contact6m 18s
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Search and locate records3m 29s
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Run a report3m 11s
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Manage reports2m 37s
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Conclusion
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Next steps59s
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Video: Next steps