Getting Started With Zoho CRM – Video

In this video, you will learn the basics of Zoho CRM. Starting with defining what CRM (Customer Relationship Management), why you need a CRM and the benefits of CRM.

 

The video explains the basic terminology that Zoho uses when deploying Zoho CRM. What do the terms Leads, Contacts, Potentials mean?

 

The video explains how Zoho CRM works with a basic sales flow. From creating a Lead, converting it to an Account / Contact, adding a Potential and then closing the sale.

 

See how to enter data into CRM – by either manually entering it or importing data. How to mass mail your leads with either an existing template or create one from scratch. How to schedule activities and events. The video shows how to Convert a Lead to Contact / Account and add a Potential.