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About Zoho SalesInbox

Zoho
​SalesInbox

Stay on top of every email, accelerate sales with intelligence

About Zoho SalesInbox

Course Brief

Our Zoho SalesInbox onboarding course is designed to equip sales professionals and managers with the skills they need to make email a true sales driver. Many sales teams spend hours sifting through crowded inboxes, missing follow-ups, and losing sight of important conversations. With SalesInbox, these challenges disappear, but only if users understand how to harness its capabilities effectively.

This course takes you through every aspect of SalesInbox, from initial setup and CRM integration to advanced features like email tracking, reminders, and collaborative views. You will learn how to automatically categorize emails into deals, contacts, and leads, ensuring your team focuses on opportunities that generate results. Managers will gain insights into monitoring team communication and aligning efforts with pipeline goals.

Delivered in clear, step-by-step lessons, the course emphasizes practical application. By the end, your team will confidently use SalesInbox to streamline email workflows, respond faster to prospects, and close deals more efficiently. Offered free by Pinnacle Business & Marketing Consulting, this course ensures you start strong and achieve measurable improvements in sales performance.

Curriculum

Chapter 1: Introduction to Zoho SalesInbox

Lesson 1.1: What is Zoho SalesInbox?

Lesson 1.2: Benefits of Using SalesInbox for Sales Teams

Lesson 1.3: Navigating the SalesInbox Interface

Chapter 2: Setting Up Zoho SalesInbox

Lesson 2.1: Connecting Your Email Accounts

Lesson 2.2: Configuring Email Folders and Categories

Lesson 2.3: Personalizing User Preferences

Chapter 3: Chapter 3: Organizing and Prioritizing Emails

Lesson 3.1: Focusing on CRM-Powered Email Views

Lesson 3.2: Using Filters and Folders to Prioritize Conversations

Lesson 3.3: Marking, Flagging, and Archiving Emails

Chapter 4: CRM Integration Features

Lesson 4.1: Linking Emails to CRM Leads and Contacts

Lesson 4.2: Creating CRM Records Directly from Emails

Lesson 4.3: Synchronizing SalesInbox with CRM Activities

Chapter 5: Working with Conversations

Lesson 5.1: Threaded Conversations and Timeline Views

Lesson 5.2: Following Up and Setting Reminders

Lesson 5.3: Managing Attachments and Shared Files

Chapter 6: Productivity Tools in SalesInbox

Lesson 6.1: Email Templates and Canned Responses

Lesson 6.2: Email Snooze, Reminders, and Scheduling

Lesson 6.3: Task Creation and Calendar Integration

Chapter 7: Advanced Features and Automations

Lesson 7.1: Custom Folders and Workflow Rules

Lesson 7.2: Email Delegation and Team Collaboration

Lesson 7.3: Smart Notifications and Alerts

Chapter 8: Analytics and Reporting

Lesson 8.1: Tracking Email Opens and Responses

Lesson 8.2: Measuring Engagement with CRM Data

Lesson 8.3: Reporting on Sales Communication Effectiveness

Chapter 9: Best Practices for Sales Teams

Lesson 9.1: Structuring Daily Email Routines

Lesson 9.2: Balancing Inbox Management with Sales Outreach

Lesson 9.3: Real-World Use Cases from Sales Teams

Chapter 10: Security and Compliance in SalesInbox

Lesson 10.1: Data Security and Email Encryption

Lesson 10.2: Compliance with Regional Regulations

Lesson 10.3: Managing User Roles and Access

Chapter 11: Final Setup and Ongoing Support

Lesson 11.1: Final Setup Checklist for SalesInbox Deployment

Lesson 11.2: Best Practices for Long-Term Success

Lesson 11.3: Ongoing Learning Resources and Zoho Support

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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.

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