Step 1 — Understand the Big Picture First
Understand the Big Picture First
Before you click anything, understand what you're looking at and why
Zoho CRM Full Training Tutorial for Beginners
(30 min)Watch for:
- • Where Leads, Contacts, Deals, and Activities live — and how they connect to each other
- • The journey a customer takes from Lead to Contact to Deal to Won — watch for this flow
- • What deal stages look like and how you move a deal from one stage to the next
- • How to log a call or email against a contact — this is something you'll do every single day
Zoho CRM Tutorial for Beginners
(25 min)Watch for:
- • How to find your way around — where each module is, how to switch between them
- • How to create a record for the first time — don't worry about doing it perfectly
- • How to search and filter — so you can find the right customer quickly
Open Zoho CRM and work through these — don’t just read them:
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Log in to Zoho CRM at crm.zoho.com. Spend 5 minutes just clicking around — open Leads, then Contacts, then Deals, then Activities. Don’t create anything yet. Just get a feel for where things are. Notice that each module has a list of records. That’s your data.
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Now create one test Lead. Use a fictional name — any hospital or clinic you invent. Fill in: Organisation Name, Contact Person’s Name, Phone Number, and a note about what they might need from TyMed. Click Save.
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Go to the Deals module. Look at whatever deals already exist in the system. Can you see what stage they’re at? Can you find who owns each one?