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Manage Your Zoho CRM System
Introduction
What to expect from the course (6:34)
Before Starting A New CRM Or Revisiting An Existing One
Before setting up your CRM (14:41)
Get your users involved in the design process (4:10)
What processes do you have in your business? (25:29)
Planning your build (9:41)
How to organise your data for your new CRM (23:03)
How to start a new system (16:48)
Modules and Fields
Building A CRM (2:13)
How to add fields (featuring the Leads module) (3:23)
Tidying up the modules and fields (4:00)
Adding picklists and multi-select picklists (1:47)
Formula fields (5:58)
Lookup fields and Custom modules (12:32)
More on Sections (1:08)
Quick Create and Detail Views (2:33)
Common mistakes with fields (5:23)
Changing the name of Standard fields with Translations (4:46)
Subforms (6:54)
Layout Rules, Field Security and Dependencies (9:04)
Conversion Mapping (2:55)
Setting Your Taxes (2:34)
Sales Pipeline Setup (4:19)
Automations
Automations Overview (2:20)
Workflows with 3 examples (17:15)
Complex Workflows (6:48)
Workflow Limits (1:52)
Assigning Record Ownership Automatically (2:25)
Approval Process Management (5:17)
Marketing Data Automations (11:07)
Blueprints (13:52)
Command Centre (6:57)
Review Processes (5:13)
CRM Business Process Management or Zoho QNTRL (1:18)
Zoho AI - AKA ZIA (2:13)
Settings
Create and send pre-built Emails, Quotes, Invoices and Documents (32:26)
Using Zoho Sign with CRM modules (7:52)
Managing users (16:38)
Saving everything you and your customers say (21:13)
Keeping customer data secure and compliant (8:12)
Designing your CRM Pages with Canvas (34:25)
Extending your system to work with other parts of your business (16:37)
Importing and exporting data in your CRM system and other important data tasks (39:42)
Summary (1:09)
Teach online with
Adding picklists and multi-select picklists
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