CRM Customization Review
Now that you’ve customized and cleaned up your CRM, let’s take a few minutes to review.
In a short Loom video (that you can share with your boss, a Zoho pupil, or your dog) show your customization of the following in the CRM:
- See that you’ve cleaned up the Modules, leaving only the most important ones
- Added custom fields to the Leads module
- Added sections to the Leads module
- Added attachments, tasks, and other related info
- Anything else you’re proud of that you’d like to show off!
Throughout these courses, we will ask you to periodically present your work. This serves as practice for a few things—teaching Zoho to others, interviewing for a Zoho-related job, cementing the knowledge in your own mind, and more!
