Zoho CRM

Smart Sales, Stronger Relationships, Seamless Growth

Course Brief

The Zoho CRM Onboarding & Self-Deployment Guide is a comprehensive course designed to help businesses set up, customize, and fully utilize Zoho CRM. Whether you’re a new user or transitioning from another platform, this course gives you a clear path to success with one of the most powerful CRM systems available today.

Through structured chapters and practical lessons, you’ll learn how to create and manage leads, deals, contacts, and accounts; automate workflows; integrate with other Zoho and third-party apps; build insightful reports and dashboards; and enforce data security. You’ll also explore how to set up custom modules, email templates, assignment rules, and lead scoring systems tailored to your sales process.

This course is ideal for sales teams, business owners, and CRM administrators who want full control of their customer management lifecycle. With real examples, checklists, and hands-on exercises, you’ll gain the confidence to deploy Zoho CRM with minimal outside support and start seeing measurable results fast.

By the end of the course, you’ll have the tools and knowledge to streamline your customer relationship management, improve conversion rates, and drive business growth using Zoho CRM.

Curriculum

Chapter 1: Welcome & Getting Started

Lesson 1.1: Welcome to Zoho CRM

Lesson 1.2: What You Need to Begin

Lesson 1.3: Key CRM Features You’ll Learn

Chapter 2: Navigating and Setting Up Your CRM

Lesson 2.1: Zoho CRM Interface Tour

Lesson 2.2: Setting Up Your Personal and the Company Profiles

Lesson 2.3: Adding and Managing Users

Chapter 3: Understanding CRM Structure

Lesson 3.1: CRM Data Model Explained

Lesson 3.2: Customizing Modules and Fields

Chapter 4: Capturing & Importing Leads

Lesson 4.1: Adding Leads Manually or via Import

Lesson 4.2: Capturing Leads Through Web Forms and Campaigns

Lesson 4.3: Lead Scoring and Assignment Rules

Chapter 5: Automating Workflows

Lesson 5.1: Setting Up Workflow Rules

Lesson 5.2: Email Templates and Auto-Responses

Lesson 5.3: Blueprints – Enforcing a Consistent Sales Process

Chapter 6: Managing Your Sales Pipeline

Lesson 6.1: Understanding the Deals Module

Lesson 6.2: Creating and Managing Sales Pipelines

Lesson 6.3: Using Views, Filters, and Kanban Boards

Lesson 6.4: Forecasting Revenue with the Pipeline

Lesson 6.5: Maintaining a Healthy Pipeline

Chapter 7: Managing Your Day with Zoho CRM

Lesson 7.1: Understanding Activities and Task Management

Lesson 7.2: Using the Calendar and Daily Planner Effectively

Lesson 7.3: Creating and Managing Follow-Up Sequences and Reminders

Chapter 8: Reports & Dashboards

Lesson 8.1: Understanding CRM Reports

Lesson 8.2: Building Dashboards for Insightful Decision-Making

Lesson 8.3: Using Reports to Monitor Team and Sales Performance

Lesson 8.4: Forecasting Sales and Tracking Goals

Lesson 8.5: Exporting, Scheduling, and Sharing Reports and Dashboards

Chapter 9: Advanced Features (Optional Other Zoho Solutions)

Lesson 9.1: Zoho Social

Lesson 9.2: Zoho SalesIQ

Lesson 9.3: Zoho Forms

Lesson 9.4: Zoho Campaigns

Lesson 9.5: Zoho Marketing Automation

Lesson 9.6: Zoho Books & Subscriptions

Lesson 9.7: Zoho Projects

Lesson 9.8: Zoho Flow Integrations

Lesson 9.9: Using Zoho Analytics

Chapter 10: Security & Data Management

Lesson 10.1: Backups and Restores

Lesson 10.2: Roles, Profiles, and Field Permissions

Lesson 10.3: GDPR, Consent Forms & Data Retention Policies

Lesson 10.4: Audit Logs & IP Restrictions

Lesson 10.5: Data Sharing Rules & Record-Level Security

Chapter 11: Final Setup Checklist and Support

Lesson 11.1: Final CRM Setup Checklist

Lesson 11.2: Contacting Pinnacle Support

Lesson 11.3: Zoho Help Resources

Request Access

Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

Quick Access Menus

Click on any of the below supported Zoho Solutions and their Free Onboarding Self-Learning Courses to learn more about how you can get up and running in Record Time.

Tip: Check back frequently as we constantly add new Zoho Solutions and Onboarding Courses