Zoho CRM Full Training Tutorial For Beginners | Free Zoho CRM Software | 2022

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In this video I explain how to use all the features inside of your free Zoho CRM system.
00:00 - Intro
00:57 - Sign Up
02:09 - Homepage
04:38 - Leads
08:59 - Contacts
11:12 - Views
15:45 - Filters
17:07 - Accounts
18:23 - Updating Records
19:05 - Deals
21:25 - Deals Sales Pipeline
22:36 - Deals Kanban View
23:24 - Tasks
25:38 - Meetings
26:03 - Calls
27:30 - Reports
29:16 - Feeds
32:06 - Campaigns
33:26 - Notes & Attachments
34:03 - Documents
34:28 - Visits
34:53 - Outro
Email: [e-mail]
Telephone: [phone]
Personal LinkedIn: www.linkedin.com/in/nick-boardman
CRMCrew LinkedIn: / crmcrew
CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our KZbin channel.

[@user-gj4gh9vy5g]

This is amazing! Thank you so much Nick

[@shravanyalala]

Superb Nick. Very slick presentation.

[@ayush1595]

Great Video Nick, thanks a lot! this helped me alot at a beginner level. i was wondering do you also have a guide for managers - on how to setup the organizations' automation, pipelines and layouts for smoother working of the sales reps?

[@naomiemeh2420]

I enjoyed every bit. thanks for sharing

[@sumeeraelias9936]

Hi Nick , thanks for the informative video. what are your opinions on Qwilr CRM, how would you say it compares to Zoho CRM?

[@POSITIVEMINDDYNAMICS]

Thank you for this very informative video on ZOHO CRM I've been looking for something to test as a free option CRM to see if it will help me. I'll give it a go and see where it leads. Thanks for explaining so well.

[@NickBoardman]

Thanks for the kind comment! If you have any questions about Zoho CRM or any other CRM system you try, please do not hesitate to ask!

[@NicoleIreland-tc8sm]

Very helpful. Thank you!

[@NickBoardman]

My pleasure, Nicole!

[@ronniedjronniemmoll3058]

Such a great video Nick. Thank you for sharing. Me being a DJ I am usually a B2C business. You said having an account name is mandatory. How would I do an account name if they are usually a 1-time customer? Should I do the customer name? or should I make an all-inclusive one like a B2C account? Thank you for your input. Have a great day.

[@NickBoardman]

Hi Ronnie, thanks for the kind comments! I would create the account as the client's surname with a unique ref number and then add all of the contacts associated with that 'account' to the account record. For instance, my account would be 'Boardman', and then a contact record 'Nick Boardman' would be added to the account. I hope this helps. If you have any further questions, please do not hesitate to ask!

[@rakenduvadana2275]

Thank you!

[@csarnod1968]

Nick, GREAT tutorial, thanks for helping the community! I am very familiar with CRM’s(decades using them among several corporate employers). My dilemma is I have around 10,000 contacts in my iCloud account and I would like to sync those contact to ZOHO as leads. I’ve been looking through the ZOHO apps for an answer, unfortunately, I haven’t found a solution. As you can imagine, importing such a high number of contacts is a little scary if it were not ported correctly. ANY THOUGHTS.

[@NickBoardman]

I am pleased to hear you like the video! This is certainly something we would be able to help with, feel free to email me at [e-mail] and we can discuss your data import options!

[@user-ph3ox9tx2b]

Excellent tutorial!!

[@NickBoardman]

Thank you! Cheers!

[@davidsimpson1360]

Hi Nick, using the free version to test out Zoho. I imported a csv file and had nowhere to put some information in so I mapped it to "Description information" I'm trying to create a look up for those contacts but don't see Description information as a choice in the "Filter Accounts By" window. Any help here?

[@dons1643]

another Great Video Nick! Zoho should hire you - You've explained their product very well. I'm on the fence between this and Salesforce, thing is with this is that each input screen is right sized but then looking at each view is BIG but then when you edit a record it is so small, you can't right size the window you are looking at. that's just my opinion QUESTION. Will the task show up under the Account and the contact?

[@NickBoardman]

Thanks a lot!! Hahahah, I will pass the message on to Zoho! Answer: Yes, provided the task is associated with both the account and contact (which happens automatically) then you will be able to see the task in both areas of the system. If you are struggling to decide between the two systems, feel free to email me at [e-mail] and we can book a meeting to discuss which system would be more suitable for your business!

[@dons1643]

@@NickBoardman Nick do you know how to add Calendar icon /shortcut view to bar on left side of screen on Zoho CRM? IT is annoyingly at top rt. of screen,... thanks

[@NickBoardman]

Hi Don, to the best of my knowledge I do not believe this is possible unfortunately.

[@edsiroin]

Awesome. Thanks

[@NickBoardman]

My pleasure Eddy!

[@user-dt5ls5pq2e]

Hi Nick, thank you so much for the explanation about Zoho. But, I got confused lil a bit about what is differences between Contact Name and Account Name? I thought, Account Name is refer to Account Nama as stated in bank account. CMIIW. Thanks

[@alishalloyd3251]

Hi Nick, Is there a tutorial on how to customise your Deals?

[@NickBoardman]

Hi Alisha, what are you trying to customise on your deals? I am sure we have a video on this!

[@shelleyspring5755]

Hello... I don't have leads on my homepage? Help! Thanks

[@sigsystems5577]

After converting leads to contacts , At the end of the month I need a record of all the leads that came in but if after converting they get shifted to contacts/accounts. How do I make sure I get a complete list of all the leads so far ?

[@NickBoardman]

Great question! So if you want to see all the leads that came into the system for a particular month you are best to use the reporting inside of Zoho CRM, and you can create filter criteria for the report. I hope this helps! If you have any additional questions please do not hesitate to ask.

[@bhanuprakash9999]

What is the difference between LEads and Contacts in Zoho

[@NickBoardman]

Hi, watch this video and it will explain the difference. The system is different but the principle remains the same - kzbin.info/www/bejne/oHndenp9ipKDnpI. I hope this helps!

[@ramits7961]

what is the difference between contacts and account

[@NickBoardman]

Hi Ramit, think of contacts as people that work for organisations, and accounts are the organisations people work for. Contacts = People (employees). Accounts = Businesses. I hope this helps!

[@sumnimathapa3316]

Can someone else manage the ZOHO CRM without the credentials to the account?

[@NickBoardman]

Hi Sumnima, in order to manage the account a login would be required. Hope this helps!

[@irfanpadder8145]

Sir my company ask me to fill the opportunities at crm but I don't know how to use crm

[@NickBoardman]

Hi Irfan, we offer training services if this would be helpful?

[@NickBoardman]

@Abdul Samseer We provide 1-1 training, feel free to email me at [e-mail] to learn more!