About Course
Welcome to “DSV Academy’s Zoho CRM Admin Training Course”! This comprehensive program is designed to provide new Zoho CRM Admins with both fundamental and advanced configuration training. Throughout the course, you will learn how to efficiently set up processes, implement data security settings, and leverage automation to streamline your CRM operations.
Our training goes beyond the basics, allowing you to gain a deep understanding of Zoho CRM’s customization and integration options. With this knowledge, you’ll be able to tailor Zoho CRM to suit your organization’s specific requirements, enhancing productivity and maximizing the potential of this powerful customer relationship management platform.
Join us at DSV Academy and embark on a learning journey that will equip you with the skills to become a proficient Zoho CRM Administrator, making a significant impact on your organization’s sales and customer management processes.
CRM admins who are responsible for the setup, configuration, and maintenance of their organization’s Zoho CRM software.
Course Content
General
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Personal settings
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Company details
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Sales process automation
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Leads, contacts, accounts, deals, and campaigns
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Activities (tasks, meetings, and calls)
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Calendar booking
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Inventory management
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Products, quotes, invoices, and sales orders
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Purchase orders, price books, and vendors
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Support
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Cases and solutions
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Users and control
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Users
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Security control
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Compliance settings
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User Interface
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All mass actions (emails, field updates, changing owner, conversion)
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Macro
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Manage tags
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Basic customizations
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List view
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Kanban view
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Canvas view
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Advanced customizations
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Modules and fields
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Templates
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Wizards
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Channels
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Emails
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Telephony
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Social
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Automation
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Workflow and actions
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Schedules
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Assignments rules
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Process Management
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Blueprint
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Approval process
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Review process
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Data Administration
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Import (module specific and data migration from other CRM)
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Export
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Data backup
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Marketplace
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All
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Zoho
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Google
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Other Modules
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Reports and dashboards
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Forecasts
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Feeds
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Developer Space
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Webforms and analytics
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Webform A/B testing
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Mobile Apps
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CRM mobile app
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CRM Analytics app
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Zoho Directory
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Single sign-on (SAML)
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Security policies
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Active directory sync
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Zia
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Zia functionalities in Zoho CRM
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What’s New
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Canvas Builder
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Admin tools
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