Becoming a Zoho CRM Admin - The Workflow Academy

Everything you need to design an effective and intuitive Zoho CRM instance.

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Getting Zoho Set Up 2 Topics

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0% Complete 0/2 Steps

Creating a Free Gmail Account

Set up Zoho One

Records, Modules, Fields – Understanding The Guts of the CRM 14 Topics

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Intro to Modules

Intro to Records

Intro to Fields

Where do Records Come From?

Intro to Contacts

Intro to Accounts

Intro to Deals

Lead, Contacts, Accounts, and Deals

Lead Conversion

Creating 3 Leads

Convert 1 of Your Leads

Creating a Contact, Account, and Deal

Changing to Tabular View

Understanding Leads, Contacts, Accounts, and Deals

Cleaning up the CRM 22 Topics

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Module Organization – Hide Unwanted Modules

Cleaning up Fields

Clean up and Organize the Leads Module

Dragging Fields Around

Intro to Mandatory Fields

Making Certain Fields Mandatory or Not

Clean & Organize the Leads Module

Creating Sections

Removing Fields

Removing Fields That Are In Use

Permanent Deletion of Fields

Creating Custom Fields

Different Data Types

Creating Picklists

Intro to Related Lists

Intro to Tasks

Practice Creating and Closing Tasks

Intro to Attachments

Using Workdrive to Link Attachments to CRM

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Email 6 Topics

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0% Complete 0/6 Steps

Intro to Email in CRM

Creating Email Templates

IMAP Integration

Intro to Send Email

Email Related List and SalesSignals

Email Marketing Practice

Workflow Rules 5 Topics

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0% Complete 0/5 Steps

Intro to Workflow Rules

Going Through a Sample Workflow Rule

Workflow Rule Practice Case

Creating Our Practice Workflow Rule

Workflow Rule Use Case

Imports 7 Topics

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0% Complete 0/7 Steps

Intro to Record Imports

Getting Data Set up in Google Sheets

Prepping the Data for Import

Setting Up Record Imports

Matching Fields and Finishing the Import

Exporting Data

Comprehensive CRM Review and Quiz

Filtering 9 Topics

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0% Complete 0/9 Steps

Intro to Filtering and Conditions

Intro to Record Filtering

Clearing Filters

Filtering Pick Lists

Filter by “Is Empty” and “Is Not Empty”

Intro to Custom Views

Create a Custom View

Record List View – Modifying Columns

Having Fun with Filters

Forms 9 Topics

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Lesson Content

0% Complete 0/9 Steps

Intro to Creating Records from Forms

Setting up Zoho Forms Within Zoho One

Creating a New Form and Intro to Form Builder

Walkthrough Creating a Zoho Form

Integrating a Zoho Form with Zoho CRM

Generating a Zoho Form Link

Testing the Forms – CRM Integration

Create Your Own Zoho Form

Am I Now a CRM Admin?

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