1-month course · Zoho & CRM
Zoho CRM and Sales Automation
Set up and run Zoho CRM for a sales team, from customer data to automated follow-ups and performance dashboards.
You will be able to: Configure customer records, pipelines, tasks and sales workflows.
Curriculum
Module by module
Every module includes lessons, written notes, practical exercises and a knowledge check.
- Module 1CRM concepts and customer lifecycle management
- Module 2Leads, contacts, accounts and deals
- Module 3Sales pipelines and activity management
- Module 4Workflow automation and notifications
- Module 5Dashboards, reporting and sales performance
- Module 6Data imports, permissions and CRM hygiene
- Final projectConfigure a working CRM pipeline and sales dashboard.
Before you enrol
Everything you need to know
- Study time
- 4 weeks · about 5–8 hours a week. Duration describes the intended pathway, not a waiting period: you can finish sooner once all requirements are met.
- Prerequisites
- Comfortable using a computer and business software. Related experience or a beginner course in this topic is helpful.
- 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
- Module knowledge checks, a final assessment and a final project.
- Certificate
- Complete all required lessons and pass the final assessment with at least 70%, and complete the final project. You then receive a verifiable Elnux Academy certificate of completion.
- Access
- 12 months from enrolment, on any device.
Related courses
All coursesShort course
Mastering Zoho CRM Fundamentals
Use Zoho CRM confidently to track every customer and opportunity.
View course & register interest2-month programme
Zoho Business Systems and CRM Implementation
Configure CRM, customer support, reporting and business workflows.
View course & register interest3-month programme
Zoho Business Systems and Automation Specialist
Design and demonstrate integrated business workflows and reporting.
View course & register interestElnux Academy
Learn the skills, then put them to work.
Self-paced courses built by the team that implements these systems for Ghanaian businesses every day.