Step 1 — Understand the Big Picture First

Step

Before you click anything, understand what you're looking at and why

(30 min)

Watch for:

• The homepage and how to customise your dashboard widgets — this is what you'll see every morning
• How to create a Lead and what makes someone a lead vs a contact — watch for the BANT explanation (Budget, Authority, Need, Timeline)
• Lead conversion — how one click turns a Lead into a Contact, Account, and Deal
• The difference between Contacts (people) and Accounts (organisations) — this clicks once you see it
• Deal stages and how to move a deal through the pipeline — Prospecting → Qualified → Proposal Sent → Won
• Activities: tasks, meetings, and calls — how to log what you've done and what you need to do next
• Reports and campaigns — a first look at pulling numbers from the system
• Workflow automation — how to set up automatic email notifications when a new lead arrives

Now Try It Yourself

Open Zoho CRM and work through these — don’t just read them:

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.
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.
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?