The Perfect Zoho CRM Training Manual for Do-It-Yourselfers

Most Zoho users are self-taught. It’s easy enough to learn what you need to survive — but long-term productivity suffers when you don’t know what the software can do, or the shortcuts you could be using.

What’s inside

1. 01Using Zoho Everydayp. 13
2. 02List Viewsp. 71
3. 03Reviewing Other Modulesp. 121
4. 04Setup — General Setupp. 193
5. 05Setup — Users and Controlp. 215
6. 06Setup — Customizationp. 235
7. 07Setup — Automationp. 293
8. 08Setup — Extensions & APIsp. 327
9. 09Setup — Data Administrationp. 347
10. 10Appendix, Procedures & Indexp. 353

From the printed table of contents.

PDFTable of contents (PDF) ↓

• Procedures that don’t leave you wondering where to click next — or where to start.
• Definitions that don’t use the word being defined.
• The “gotchas” to beware of, learned the hard way.
• Illustrated sample exercises to practice what you just learned.
• Setup for every module, security, workflows, reports and dashboards, and integrating Zoho CRM with Zoho Campaigns.
• An extensive index to find answers quickly.