Welcome to the Bronze Training Vault

The Bronze level of the vault is designed as an introduction to the basic functionality of Zoho CRM. The vault will guide you through the fundamentals of the software using step by step instructional videos.

At FWRD, we believe the best way to learn is to watch a step, pause the video and then try it for yourself. We encourage you to watch and then re-watch the videos until you feel comfortable moving through the software and using each of the modules to meet the needs of your individual business.

And remember, practice makes perfect….

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Course Content

Lessons Status
1

User Settings

2

General Training

3

Homepage Module

4

Leads Module

5

Accounts Module

6

Contacts Module

7

Activities Module

8

Deals Module

9

Campaigns Module

10

Email Templates

11

Other Zoho Programs

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