Paul Nicholson
Paul Nicholson‘s Blog
1 min readMay 27, 2018

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Start tracking your sales leads better for free. With Zoho CRM. Full training for trades companies. This training is designed for trades companies but any company will see the benefits of a CRM and just how easy, and free, it is to get going.

Lesson 1 Signup And Setup

Lesson 2 Tabs Explained

Lesson 3 Leads Explained

Lesson 4 Accounts Explained

Lesson 5 Contacts Explained

Lesson 6 Deals Explained

Lesson 7 Editing/Creating Views

Lesson 8 Dashboards & Reports Explained

Lesson 9 Mobile App Demonstration

https://youtu.be/A8D-1BnfoSA

Zoho CRM is a great tool to add to your sales toolbox. Free to use for 3 users. Really worth playing with to get you away from spreadsheets and into better sales process systems.

I hope this helped.

Cheers

Paul Nicholson

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Paul Nicholson
Paul Nicholson‘s Blog

I am your greatest fan and your biggest cheerleader. You can do anything of that I am certain. Be careful what you tell me, I wont let you forget your dreams.