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Zoho CRM Training - Administrator Course
Introduction
Getting started (1:43)
Setting up users and access within the organisation
Managing personal settings and access security (15:32)
Setup user permissions for manager roles, users, profiles, and access to data (18:47)
Data privacy and security
Import, export, and keep your data safe with backups (19:59)
Make your data collection and data processing comply with GDPR (12:23)
Better communication with customers
Connect external email to CRM and stay in control of the conversation (13:10)
Bring all your channels of communication together in one place (10:17)
Getting more out of CRM
Encourage healthy competition with Gamescope (11:26)
Configuring the Sales Forecasts for your Sales Teams (8:02)
Programme CRM to do more for your business with Developer settings (18:52)
Connect to other business apps in the marketplace (9:51)
BONUS Module
Manage your organisation's users and applications in Zoho One (11:07)
Teach online with
Connect external email to CRM and stay in control of the conversation
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