Start today with your Zoho CRM training!

The Zoho CRM Basic Admin Training provides you with the essential knowledge and skills to manage Zoho CRM effectively. This training is ideal for new administrators who are responsible for setting up and maintaining Zoho CRM in their organization.

Mobile XL is your Zoho premium partner

Training details

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Type Basic Training

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Location Online

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Time 3 hours

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Costs €495

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The four advantages of the Zoho CRM Training

Practical knowledge

hands-on experience and direct feedback from expert trainers

Flexibility

ability to watch back the online training that you followed at a later time

Cost-effective

increase your productivity while simultaneously reducing your costs

Customer satisfaction

faster solutions that address customer issues more quickly

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The content of the training

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• Introduction to Zoho CRM
• Territory management, setting up groups and teams
• Configure modules and fields, data synchronization
• Opportunity management and pipelines
• Integrations via Zoho Marketplace such as Zoho Sign
• Set up email synchronization, Social Media, WhatsApp and Webforms
• Q&A

• Manage users and roles
• Use and configure templates
• Product configurator and pricing rules
• Account settings and personal settings
• Approval processes
• Mobile access to Zoho CRM
• Create invoices and send them
• Workflow rules

This Zoho CRM Basic Admin training is part of our Zoho Online training courses. These include

a series of web- based educational programs designed to assist users to effectively use

several Zoho- applications.

Frequently asked questions

• Can I reschedule the training if I am unable to attend?

  Yes, you can reschedule your registration if you cancel at least 24 hours before the training. You can then simply participate in the next training.

• Are the training courses also given on location?

  If you want to have training on location, this is also possible. Send us a message with a request for this.

• Are the training sessions recorded?

  Yes, you will receive a recording of the training afterwards so that you can watch it again at a later time.

• If we take multiple training courses, is there a discount?

  If you participate in the training with 3 or more people, you will receive a discount.

• Can I follow the advanced training without having followed the basic training?

  That is possible, but no topics from the basic training will be covered, so we always recommend that you follow both training courses to ensure that you have all the knowledge.