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Unit 2: Building Your First CRM
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Building Our First CRM16 Topics
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Introducing Our Case Study
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CRMs are Just Big, Beautiful Robot Filing Cabinets
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Signing Up for a Free Zoho CRM Account
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Intro to Modules, Records, and Fields
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Where Do Records and Fields Come From?
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Intro to Contacts, Accounts, and Deals
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Intro to Notes, Attachments, and Tasks
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Understanding Relational Databases
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Reviewing Our Initial System Outline Again and Making Plans
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Cleaning Up the CRM
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Creating and Integrating Your Contact Intake Form
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Creating Custom Fields and Working with Different Data Types
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Booking Calendar Invites
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Following the Entire Customer Lifecycle in the CRM
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Customer Lifecycle Analytics and Reporting
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Getting Curious About Other Important CRM Principles
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Introducing Our Case Study
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Now Try it for Hubspot6 Topics
Lesson 2,
Topic 3
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Adding Custom Fields and Customizing the Modules
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Check out Hubspot’s intro material if you’re looking to understand more.
In this video, we add a few fields to our Contacts module that we can also include in our form we’ll send out.