How Can I Learn to Use Zoho?

Here are a few suggestions to help you learn to use Zoho CRM:

To learn how to use Zoho CRM, you can follow these steps:

• Familiarize yourself with the Zoho CRM interface: Take some time to explore the various features of Zoho CRM. Try creating a contact, adding a note, and scheduling an appointment to get a feel for how the software works.
• Read the Zoho CRM documentation: Zoho has provided a ton of great documentation. Here’s a few that you should try:
  • Zoho Documentation
  • Zoho Knowledge Base
  • Zoho Tips
  • Zoho Guided Tour
• Zoho Training Videos: Zoho CRM offers online courses that cover different aspects of the software. These courses can help you learn how to use the software more effectively. You can find these courses on the Zoho CRM website.
• Read Karen’s Book
• Schedule Private Training: Zoho CRM also offers in-person training sessions that can help you learn how to use the software. Check the Zoho CRM website for upcoming training sessions in your area. https://techbenders.com/act-hubspot-zoho-training/
• Join our CRM Users Group: Tech share tips and best practices for using the software. Joining these communities can help you learn from other users and get answers to your questions.
• Practice, practice, practice: The best way to learn how to use Zoho CRM is to use it. This is the best way to figure out what you know – and don’t know!

With these steps, you can learn how to use Zoho CRM effectively and efficiently.