Becoming a Zoho CRM Admin

Getting Zoho Set Up
2 Topics
Creating a Free Gmail Account
Set up Zoho One
Records, Modules, Fields – Understanding The Guts of the CRM
14 Topics
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
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
Intro to Tasks
Practice Creating and Closing Tasks
Intro to Attachments
Using Workdrive to Link Attachments to CRM
1 of 2
Email
6 Topics
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
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
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
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
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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Using Workdrive to Link Attachments to CRM

Becoming a Zoho CRM Admin Cleaning up the CRM Using Workdrive to Link Attachments to CRM

Workdrive is the Zoho version of Google drive, except you get 5 terrabytes of free storage!

  • If you haven’t, follow the video to set up Workdrive
  • Add a file or Folder to practice with
  • In CRM, add an attachment via “Zoho Workdrive”
  • If you attach an entire folder, then files you add to that folder will automatically be attached to CRM as well

Learn more about Zoho Workdrive

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Becoming a Zoho CRM Admin Cleaning up the CRM Using Workdrive to Link Attachments to CRM
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