An Introduction to Zoho CRM – Part 2

An Introduction to Zoho CRM – Part 2, Get started with your CRM implementation

Course Description

Often, when you begin something new, you are bound to be confused. As you get started with a CRM system, some amount of initial confusion is inevitable. When presented with a plethora of features, which ones do you use? How do you work your way through a control panel with myriad privileges to enable or disable? These questions could trouble you when you embark on setting up a whole new software system for your business.

If you are at a similar point with Zoho CRM, we are here to help. Part 1 of An Introduction to Zoho CRM course introduces you to the concepts of Customer Relationship Management and the general sales cycle and its implementation in your Zoho CRM account. Part 2 (this course) walks you through:

  • the basics of setting up your account
  • adding your organization settings
  • setting up the business hours, configuring shifts, and adding holiday lists for different regions
  • setting up the fiscal year
  • configuring multiple currencies when you do business globally
  • setting up security options such as two-factor authentication and allowed IPs.

If you are a beginner with CRM, these courses are ideal for you. Every chapter comes with key learning blocks including conceptual explanations and product demos to help you understand the topics well.

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