Step 2 — Learn the Actions You'll Do Every Day
Learn the Actions You'll Do Every Day
Now you know the layout — learn the clicks
Zoho CRM New User Full Training
(36 min)Watch for:
- • How to create a Deal from a qualified Lead — this is called 'converting', and it's one of the most important actions in the system
- • How to move a deal from one stage to the next — watch for where you click to change the stage
- • How to create a task on a deal so you remember to follow up — this is how you stop things from getting forgotten
- • How to log a call or meeting — look for the 'Log Activity' button
Complete Zoho CRM Tutorial
(19 min)Watch for:
- • How to use filters to see only the deals or leads you care about right now
- • How to view your task list and mark tasks as complete
- • How to find a specific customer quickly without scrolling through everything
Open Zoho CRM and work through these — don’t just read them:
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Convert the test Lead you created in Step 1. When you click Convert, Zoho will ask you to create a Contact, an Account, and a Deal. Fill in all three. Set the Deal amount to ₦500,000, the stage to Prospecting, and a close date 30 days from today.
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Now move your test Deal to the next stage — Qualified. Find where to edit the deal stage and change it. Notice how the pipeline view updates automatically.
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Create a task on this deal: the text should say ‘Follow-up call to discuss proposal’. Set the due date for 3 days from now.
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Log a fake activity. Pretend you just got off a call. Click Log Activity, choose ‘Call’, and write a note: ‘Spoke with procurement manager. They are interested in monthly consumables supply. Sending a proposal next week.’ Click Save.