Zoho CRM – Course Index

Zoho CRM

Complete Zoho CRM course covering leads, contacts, accounts, deals, automation, customization, reporting, and a real-world CRM project.

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I. Zoho CRM Foundations (10 Lessons)

1. Zoho Introduction 2. CRM Basics 3. Account Setup 4. CRM Interface 5. CRM Modules 6. Leads Basics 7. Contacts Basics 8. Accounts Basics 9. Deals Basics 10. CRM Navigation

II. Sales & CRM Operations (10 Lessons)

11. Lead Management 12. Lead Conversion 13. Contact Management 14. Account Management 15. Deal Pipelines 16. Sales Stages 17. Activities Basics 18. Tasks Calls Meetings 19. Views and Filters 20. CRM Permissions

III. Automation & Customization (10 Lessons)

21. Workflow Rules 22. Automation Triggers 23. Assignment Rules 24. Validation Rules 25. Blueprint Basics 26. Field Customization 27. Page Layouts 28. CRM Templates 29. Email Integration 30. Zoho Integrations

IV. Reports, Analytics & Real Use (10 Lessons)

31. CRM Dashboards 32. Standard Reports 33. Custom Reports 34. Sales Analytics 35. Mobile App 36. CRM Best Practices 37. CRM Use Cases 38. Industry Case Study 39. Interview Questions 40. Real CRM Project