Step 3 — Sharpen Your Daily Workflow
Sharpen Your Daily Workflow
You know the basics — now learn to search, communicate, and stay on top of follow-ups
How to Search Records in Zoho CRM
(5 min)Watch for:
- • Global search vs module-specific search — know which to use when
- • How to use advanced filters to narrow down exactly the records you need
- • How to find a specific customer quickly without scrolling through everything
How to Send Email in Zoho CRM
(5 min)Watch for:
- • How to send an email directly from a contact or deal record — so the email is automatically logged
- • How to use email templates to save time on messages you send repeatedly
- • How sent emails appear in the record timeline — this is how your team sees communication history
How to Set Reminders in Zoho CRM
(5 min)Watch for:
- • How to set follow-up reminders on leads, deals, and tasks so nothing slips through the cracks
- • The different reminder types available — pop-up, email, and notification
- • How reminders work together with tasks to keep your daily workflow on track
Open Zoho CRM and work through these — don’t just read them:
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Use the global search bar to find the test Lead or Deal you created in Step 2. Then try a module-specific search — go to Deals and use the search field there. Notice the difference in results.
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Send a test email from inside a record. Open one of your test Contacts, click the email option, and send a short message (to yourself is fine). Check the record timeline afterwards — the email should appear in the activity history.
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Set a reminder on one of your open Deals. Choose a follow-up date 3 days from now. Then go to Activities and confirm the reminder appears in your upcoming tasks.