Becoming a Zoho CRM Admin - The Workflow Academy

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

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Course Content

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Getting Zoho Set Up 2 Topics

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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

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

Create a Related Note, Attachment, Deal, Contact, and Task

Practice Creating and Closing Tasks

Intro to Attachments

Using Workdrive to Link Attachments to CRM

1 of 2

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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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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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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

Comprehensive CRM Review and Quiz

Filtering 9 Topics

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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

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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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Course Includes

8 Lessons
74 Topics

Ratings and Reviews

5.0

Avg. Rating

23 Ratings

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What's your experience? We'd love to know!

Sue John

Posted 2 weeks ago

Great to get you started off

Bite sized videos that help you get started as a CRM.

Cara

Posted 2 weeks ago

Fantastic!

I feel so much more confident now. Your training is a lifesaver.

Jake White

Posted 4 months ago

Best Intro to Zoho CRM

Awesome job! Great explanations and even a seasoned Zoho CRM vet like myself picked up a few useful tips!

Lidia Delgado

Posted 4 months ago

Wonderful course

Really enjoyed the course, learned a lot and really enjoyed it!

Michel Wozniak

Posted 4 months ago

Absolutely amazing !

This is a great course ! I loved it !

Facundo Crespo

Posted 5 months ago

Clear and usefull

The teacher is using real situations to explain how to configure CRM. There are too many additional features to learn, but knowing this is the base to begin to use the CRM properly and then, with time and use, improve it. I recommend it.

Jose Luis Altamirano

Posted 5 months ago

BEST ZOHO CLASS EVER

THE BEST

Anil Gusain

Posted 5 months ago

Simple and Easy

This was so simple and easy to lean the Zoho CRM Admin. I have got the best knowledge to learn and teach others. the more you practice , the more you explore.

Anton Shvyrkov

Posted 5 months ago

Basics for beginners.

Useful courses for those who just met Zoho and want to know how it works.

Gregory Pappas

Posted 8 months ago

Simple & Informative

Simple, short and packed with the information that counts! Thanks Workflow academy.

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What's your experience? We'd love to know!