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

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

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

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?

This is amazing! Thank you so much Nick <3

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

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?

I enjoyed every bit. thanks for sharing

Excellent tutorial!!

Superb Nick. Very slick presentation.

Very helpful. Thank you!

Awesome. Thanks

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

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

What is the difference between LEads and Contacts in Zoho

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.

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?

what is the difference between contacts and account

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 ?

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.

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.

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