Step 3 — Reinforce with Zoho's Own Training

Step

Hear the same concepts explained a second way — this is where it really clicks

(12 min)

Watch for:

• Zoho's own explanation of the Lead → Contact → Deal flow — compare it to what you already understand
• How Activities and tasks are connected — they both live in the same place but serve different purposes
• How Zoho uses terminology that may be slightly different from the words TyMed uses — notice the similarities

(34 min)

Watch for:

• Dashboards — what the widgets mean and how to read a pipeline summary
• How your Homepage shows you everything that needs attention today
• Reports — the difference between a dashboard (visual snapshot) and a report (detailed data)

Now Try It Yourself

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

Open your Dashboard in Zoho CRM. Can you find your test Deal in the pipeline view? What total value is showing? This is what your manager sees when they check on the business.
Go to Activities and find the task you created in Step 2. Mark it as completed. Notice that it moves out of your active task list — it’s now logged as a completed activity.
Create one more test Deal — this time think about TyMed’s actual customers. Create a deal for a fictional diagnostic laboratory. Give it a realistic deal value (₦300,000–₦800,000 range) and a close date 6 weeks from now. Think about what stage it would realistically be at.