Zoho CRM Overview: Understanding the CRM Modules

Learn how to customize Zoho CRM! Whether you would like the "know-how" to customize your own CRM or if you'd like to customize Zoho CRM for your clients, this is the perfect course for you. In this course, you will learn how to customize and use each CRM module.

My name is Keitha Freeman and I am a Zoho CRM Certified Partner. My team and I help businesses streamline and automate their processes by customizing Zoho applications and integrating them to create a unique and custom system. I also train others who would like to learn how to customize Zoho.

My goal for this course is to break down the Zoho CRM modules piece by piece to help you understand what each module is used for and how to customize them.

This course is perfect for beginner Zoho Users who would like to be able to customize Zoho CRM. This course is also great for those looking to provide the service of Zoho Customization to businesses.

Here's what we'll cover:

• ‌How to properly use each module

• Basic module customization

• How to set up email within the CRM

• *BONUS Feature* The New CRM Canvas Builder!

  
  

All Zoho applications mentioned in this course are included in the Zoho One Suite.