.MP4, AVC, 1280x720, 30 fps | English, AAC, 2 Ch | 1h 5m | 158 MB
Instructor: David Rivers
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.
Topics include:
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
Homepage
Screenshots
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