Zoho CRM: Administrator Skills


By completing this course, you will be able to administer Zoho CRM and enable your users to effectively execute the sales process within your organization. This will help you set up the modules and features of Zoho CRM based on your business requirements.


Upon successful completion of this course, students will be able to manage a Zoho implementation in a corporate environment. You will:
  • Get started with Zoho CRM administration
  • Customize fields in Zoho CRM
  • Customize Zoho CRM to match your business needs
  • Implement security management
  • Perform data administration tasks in Zoho CRM
  • Automate sales activities in Zoho CRM
  • Integrate websites with Zoho CRM
  • Integrate Zoho CRM with external applications


This course is designed to help Zoho system administrators perform initial implementation of Zoho CRM in an organization or manage an existing Zoho CRM account of the organization. The target student for this course is often an existing Sales, Marketing, or Production support employee, an IT administrator who has been additionally assigned the task of Zoho system administration, or an external consultant who has been engaged to provide administrative support for an organization.


Getting Started with Zoho CRM Administration

  • Set Up Your Organization’s Zoho CRM Account
  • Identify the Role of an Administrator
  • Configure Company Level Settings

Customizing Fields in Zoho CRM

  • Create Custom Fields
  • Manage List-Type Fields
  • Create Formula Fields
  • Modify Special Fields

Customizing Zoho CRM to Match Your Business Needs

  • Customize the Home Tab
  • Customize Tabs Settings
  • Perform Page-Level Customization
  • Create Templates

Implementing Security Management

  • Add Users
  • Create Roles
  • Create User Profiles
  • Create Groups
  • Create Territories
  • Create Data Sharing Rules
  • Set Access Permissions for Fields and Custom Links

Performing Zoho CRM Data Administration Tasks

  • Migrate Data from Other CRM Applications
  • Import Data from External Files
  • Export Data from Zoho CRM

Automating Sales Activities in Zoho CRM

  • Configure Workflows
  • Set Up Assignment Rules
  • Create Case Escalation Rules

Integrating Websites with Zoho CRM

  • Create Web Forms
  • Set Auto Response Rules

Integrating Zoho CRM with Other Applications

  • Identify Zoho CRM Integrations
  • Integrate Zoho CRM and Zoho Apps
  • Integrate Zoho Mail Add-on with Zoho CRM
  • Integrate Zoho Campaigns
  • Set Up Connections with Google Apps
  • Set Up Connections with External Applications and Social Tools

Training provider

Teaching mode:
Classroom - Instructor Led
Online - Instructor Led
Duration: 2 days
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Top skills covered in this course

Customer relationship management
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