Design and build your Zoho CRM system from scratch.
The "Design and Build a Zoho CRM System" course teaches you everything you need to consider before starting, what you need to do when beginning your build and how to manage it once it's up and running.
Course Curriculum
Introduction
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Before Starting A New CRM Or Revisiting An Existing One
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after you enroll
Modules and Fields
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after you enroll
- 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
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after you enroll
- 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
Available in
days
days
after you enroll
- 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)
Hi. My name is Tabish Alam.
I’m a Senior Consultant at one of the top Zoho Partners in Europe. I hold a Level 2 Certification in Zoho CRM, which is currently the highest level possible.
I build CRM systems for organisations small and large, across Europe, and I’ll be your teacher.
