Unit 2: Building Your First CRM

Building Our First CRM

Introducing Our Case Study

CRMs are Just Big, Beautiful Robot Filing Cabinets

Signing Up for a Free Zoho CRM Account

Intro to Modules, Records, and Fields

Where Do Records and Fields Come From?

Intro to Contacts, Accounts, and Deals

Intro to Notes, Attachments, and Tasks

Understanding Relational Databases

Reviewing Our Initial System Outline Again and Making Plans

Cleaning Up the CRM

Creating and Integrating Your Contact Intake Form

Creating Custom Fields and Working with Different Data Types

Booking Calendar Invites

Following the Entire Customer Lifecycle in the CRM

Customer Lifecycle Analytics and Reporting

Getting Curious About Other Important CRM Principles

Now Try it for Hubspot

Setting Up Our Hubspot Account

An Initial Tour of Hubspot’s Modules, Records, and Fields

Adding Custom Fields and Customizing the Modules

Building Affluence Financial Planning’s System in Hubspot

The Customer Lifecycle and Beyond Within Hubspot

Next Steps in the Rev Ops Bootcamp!

Building Affluence Financial Planning’s System in Hubspot

Unit 2: Building Your First CRM Now Try it for Hubspot Building Affluence Financial Planning’s System in Hubspot

Learn more about Hubspot forms here.

Unit 2: Building Your First CRM Now Try it for Hubspot Building Affluence Financial Planning’s System in Hubspot

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