Zoho Training

A Half day 3 to 5 Hrs ) Zoho Training camp.  Training can be conducted online or at your site.  There are no additional per user charges. You can train the entire company at once or train one department at a time.  Travel charges will apply for on site training. This half day class will cover the important features of Zoho CRM.
 

1. CRM Concepts and Workflow
2. Overview / Orientation / Navigation
3. Leads
4. Potentials
5. Accounts
6. Contacts
7. Pulse
8. Quotes
9. Sales Orders
10. Invoices

This is a full day, action packed training class for system admins. You will learn to manage the functionality of Zoho CRM in house and learn about the best practices we have developed from our experience working with clients like yourself.

1. Custom reports
2. Website integration
3. Licenses
4. Automation
5. Templates
6. Apps & add-ons
7. Data administration

A full day (6 to 8 Hrs ) Zoho Training camp.  Training can be conducted online or at your site.  There are no additional charges per user.  You can train the entire company at once or train one department at a time.  Travel charges will apply for on site training.

1. CRM concepts and workflow
2. Overview/navigation
3. Lead process
4. Potential sales
5. Quotes
6. Accounts & contacts
7. Activities
8. Reports
9. Campaigns
10. Pricebooks
11. Invoices
12. Vendors
13. Forecasts
14. Sales & purchase orders
15. Products
16. Pulse
17. Dashboards
18. Cases
19. Solutions