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Course Outline
Introduction
Setting up a Zoho CRM Account
Overview of Zoho CRM Features and Architecture
Securing Data
Managing Users
Customizing Your Implementation
Communication Channels
Setting up Sales Territories
Automating Sales Processes
Administrating Data
Evaluating Marketplace
Getting to Know Zia
Understanding and Setting up Portals
Best Practices
Summary and Conclusion
Requirements
- An understanding of Customer Relationship Management (CRM)
- Experience with system administration
21 Hours