How to Navigate Zoho CRM | Demo & Tips with Kim Mclachlan | Dynamic Digital Solutions

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:

 

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




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