Learning Outcomes

In this free course, you will learn how to:

• Identify the key modules in Zoho CRM
• Evaluate user needs to plan Zoho CRM for the client
• Outline the concept of Zoho CRM customisation
• Describe how to create custom views in Zoho CRM
• Explain how to map fields from leads to accounts
• Discuss how to customise layouts in Zoho CRM
• Define the concept of Zoho CRM automation
• Recognize the main steps in a typical, time-based workflow
• Explain the concept of blueprints
• Identify when and how to use Zoho CRM webhooks