Short course · Zoho & CRM
Mastering Zoho CRM Fundamentals
Learn to manage leads, contacts, deals and follow-ups in Zoho CRM.
You will be able to: Use Zoho CRM confidently to track every customer and opportunity.
What you will cover
Course outline
Every module includes lessons, written notes, practical exercises and a knowledge check.
- CRM concepts and the customer lifecycle
- Leads, contacts, accounts and deals
- Pipelines and follow-up activities
- Basic views, filters and reports
- Keeping CRM data clean
Before you enrol
Everything you need to know
- Study time
- About 6 hours in total. Learn in one sitting or over a few days.
- Prerequisites
- None. Basic computer and internet skills are enough.
- Tools you need
- Access to Zoho CRM. A free or trial Zoho account is enough for the exercises; Zoho subscription costs are not included.
- Assessment
- Knowledge checks in each section and a final assessment.
- Certificate
- Complete all required lessons and pass the final assessment with at least 70%. You then receive a verifiable Elnux Academy certificate of completion.
- Access
- 6 months from enrolment, on any device.
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