Zoho CRM
Getting Started
- Zoho CRM Onboarding Guide (PDF)
- Zoho CRM Customization (PDF)
- Maintaining a Clean CRM Database (PDF)
- Getting Started Workbook for Admins (PDF)
- Zoho Basic CRM Training (Videos)
- How to Backup Your Zoho CRM (Video)
- Zoho CRM – How to Customize your Homepage Dashboard (Video)
- How to Customize your Zoho CRM Home Page (Video)
- Zoho CRM Overview and Best Practices – Webinar (Video)
Email
Modules
- Zoho CRM Modules – Basic Breakdown and Explanation (Video)
- A Settings Tip for Preventing Duplicate Leads and Contacts inside Zoho CRM (Video)
- Customizing Your Base CRM Module Layouts (Video)
- How to Convert a Lead Inside Zoho CRM (Video)
- Setting A Unique Custom Field For Import (Video)
- How to Automate Event creation via Zoho CRM Deals (Video)
Data Management
Users & Organization Settings
- Zoho CRM User Management (PDF)
- Zoho CRM Organization Settings (PDF)
- Zoho CRM – Security Controls (Video)
Workflows, Blueprints, & Advanced Features
- Zoho CRM Custom Apps: A Beginners Guide (PDF)
- Zoho CRM Blueprint Handbook (PDF)
- Workflows (Video)
- Zoho CRM Activity Scoring Dashboard in Zoho Analytics (Video)
- Syncing Deal stage value to related Account and Contact (Video)
- Task Dependencies (Video)
- How to Set Next Activity Date in Zoho CRM (Video)
