Step 4 — When You're Ready for More
When You're Ready for More
Do this after your first full week of real work in Zoho
By the time you reach this step, the basics should feel comfortable. You’ve been logging in every day, adding real records, and using Zoho as part of your actual job. Now you can deepen your skills without it feeling overwhelming.
How to Create Reports in Zoho CRM
(5 min)Watch for:
- • The different report types available — tabular, summary, and matrix
- • How to build a custom report for deals, leads, or activities
- • How to filter report data to show exactly what you need for a management review
How to Create a Sales Funnel in Zoho CRM
(5 min)Watch for:
- • How to visualise your pipeline as a funnel — seeing where deals drop off between stages
- • How to identify bottlenecks — which stage has the most deals stuck in it
- • How to use the funnel view in your Friday pipeline review with management
Open Zoho CRM and work through these — don’t just read them:
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Run a simple report: Deals by Stage. What is TyMed’s total current pipeline value? What stage has the most deals sitting in it? This is the number you’d share in a Friday check-in with management.
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Open the sales funnel view. Look at how deals flow from one stage to the next. Where are deals dropping off? Which stage has the most deals sitting in it? This is how you spot bottlenecks before they become problems.
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Create a custom list view in Deals that shows only deals in the Proposal Sent stage, sorted by deal value (highest first). Save it with the name ‘Proposals Awaiting Response’. This will become one of your most-used views.