In this hands-on video, Kim Mclachlan from Dynamic Digital Solutions walks you through the essentials of navigating Zoho CRM with confidence. Whether you’re new to the platform or just need a refresher, this screen-recorded demonstration will help you get comfortable finding and recording key information in Zoho CRM.
Kim shares practical tips and best practices to make your workflow smoother, showing you exactly where to go and what to click—so you can spend less time searching and more time doing.
🎯 What You’ll Learn:
How to navigate the Zoho CRM interface
Where to find leads, contacts, deals, and more
How to record and update customer information
Time-saving tips for everyday CRM tasks
This is the perfect starting point for anyone wanting to get the most out of Zoho CRM!
🔔 Subscribe to our YouTube Channel for more Zoho tips and business automation strategies! 💬 Comment with your questions—we’d love to hear from you!
How to Navigate Zoho CRM
In this hands-on video, Kim Mclachlan from Dynamic Digital Solutions walks you through the essentials of navigating Zoho CRM with confidence. Whether you’re new to the platform or just need a refresher, this screen-recorded demonstration will help you get comfortable finding and recording key information in Zoho CRM.
Kim shares practical tips and best practices to make your workflow smoother, showing you exactly where to go and what to click—so you can spend less time searching and more time doing.
🎯 What You’ll Learn:
This is the perfect starting point for anyone wanting to get the most out of Zoho CRM!
🔔 Subscribe to our YouTube Channel for more Zoho tips and business automation strategies! 💬 Comment with your questions—we’d love to hear from you!
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