Becoming a Resplendent Zoho CRM Demigod

Intro to SUPER SPECIAL Custom Field Types
14 Topics
Intro to Lookup Fields
Creating a Lookup Field
How to Grasp Related Lists
Understanding Lookups: One-to-One and One-to-Many Relationships
Understanding Lookups: Many-to-Many Relationships
Multi-select Lookup Fields – An Example
Multi-Select Lookup Fields: Creating One!
BONUS LEVEL: Understanding Linking Modules
When to Use a Multi-Select Lookup OR Create Your Own Linking Module
User Fields
Multi-Select User Fields
Using Formula Fields
Auto-Numbers, File Upload, Image Upload, Long Integer
Lookup Field Review
Layout Rules
7 Topics
Creating Our Fields
Peter, What are CRM ‘Layouts’ and Why Do You Hate Them So Much?
The #1 Reason I HATE Layouts
REAL Intro to Layout Rules
Adding More Stuff To Our Layout Rules
Using Layout Rules for Stages and Statuses
Practice Layout Rules
Using Custom Modules
6 Topics
Creating Custom Modules
Alternatives to Custom Modules: Custom Fields
Alternatives to Custom Modules: Layout Rules
Alternatives to Custom Modules: Subforms
Subforms – What I Like and What I Don’t
Custom Module Review
Advanced Module Customization
9 Topics
The Need for Module Customization and Cleanup
When Should You Delete Fields and When Should You Just Remove Them
Quick Create Layouts
Customizing the Top 5 Fields (The Business Card)
Renaming System Default Fields
Layout Dependencies
Creating Links
Showing Off Our Links
Cascading Layout Rules
Advanced Module Organization
2 Topics
Web tabs – Accessing Other Sites
Tab Groups
Mail Merge Templates
2 Topics
Go Watch the Zoho CRM – Zoho Sign Course!
Other Uses for Mail Merge
CRM Inventory Modules
6 Topics
Re-Enabling CRM Inventory Modules
Creating a Test Quote
Looking at Inventory Templates
CRM Inventory Modules Don’t Sync With Zoho Books
Use CRM Inventory Modules When
The Zoho Finance CRM Module
Using the CRM “List View”
5 Topics
Using Mass Email
Using Mass Update
Using Macros
Mail Merge En Masse
Let’s Talk About Tags
User Data Control
10 Topics
Record Ownership
Intro to Roles
Example Role Hierarchy
Module-Level Permissions and Data Sharing Rules
Intro to Territories (Be Careful With These!)
User Lookup Fields Supersede EVERYTHING
Intro to Profiles
Example Profile Hierarchy
Other Ways Profiles Show Up
Set Up Your Own Data Permission Hierarchy
Reports, Analytics, and Home Screen Customization
9 Topics
Intro to Reports (Not a Deep Dive)
Creating Your First Report
Exporting Reports
Using Scheduled Reports
Cleaning Up Default Reports
Building Simple Analytics
When to Use Zoho Analytics
Customizing Home Screens
CRM Reporting Practice
Misc. Setup
4 Topics
Using the Recycle Bin
Understanding Data Backups
Audit Log
A Quick Note on CRM Sandbox
Webforms
2 Topics
Intro to Webforms
WordPress: Gravity Forms and Contact Form 7
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Layout Rules

Becoming a Resplendent Zoho CRM Demigod Layout Rules

Here is our business use case for Affluence Financial Planning—bulk financial plan deals with companies vs. financial plans for individual families.

These are both deals, but they may have different fields associated with them. So, we use layout rules to avoid accumulating lots of unnecessary fields in our records and keep our CRM looking clean.

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Becoming a Resplendent Zoho CRM Demigod Layout Rules
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