Introduction
Before Starting A New CRM Or Revisiting An Existing One
Modules and Fields
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Building A CRM (2:13)
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How to add fields (featuring the Leads module) (3:23)
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Tidying up the modules and fields (4:00)
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Adding picklists and multi-select picklists (1:47)
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Formula fields (5:58)
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Lookup fields and Custom modules (12:32)
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More on Sections (1:08)
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Quick Create and Detail Views (2:33)
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Common mistakes with fields (5:23)
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Changing the name of Standard fields with Translations (4:46)
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Subforms (6:54)
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Layout Rules, Field Security and Dependencies (9:04)
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Conversion Mapping (2:55)
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Setting Your Taxes (2:34)
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Sales Pipeline Setup (4:19)
Automations
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Automations Overview (2:20)
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Workflows with 3 examples (17:15)
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Complex Workflows (6:48)
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Workflow Limits (1:52)
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Assigning Record Ownership Automatically (2:25)
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Approval Process Management (5:17)
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Marketing Data Automations (11:07)
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Blueprints (13:52)
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Command Centre (6:57)
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Review Processes (5:13)
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CRM Business Process Management or Zoho QNTRL (1:18)
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Zoho AI - AKA ZIA (2:13)
Settings
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Create and send pre-built Emails, Quotes, Invoices and Documents (32:26)
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Using Zoho Sign with CRM modules (7:52)
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Managing users (16:38)
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Saving everything you and your customers say (21:13)
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Keeping customer data secure and compliant (8:12)
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Designing your CRM Pages with Canvas (34:25)
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Extending your system to work with other parts of your business (16:37)
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Importing and exporting data in your CRM system and other important data tasks (39:42)
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Summary (1:09)
