Zoho Sales, Marketing, and Ops Admin Practice Project

Initial CRM Setup, Forms, and Leads

Why we use the Contacts module to store Lead records

Adding Layout Rules

Setting Up Lead Assignment

Setting up a “Contact Us” Form

Testing Our Webform

Ensuring records enter your Blueprint

Blueprint Construction

Triggering Contact update and automated task

Set Up optional Email Triggers & Common Transitions

Coding a Custom “Conversion” Process

Testing out the Front-end User Experience

Constructing the Bones of the Deals Blueprint

Task & Email Automation

Re-engagement Email Drip

Testing the User Experience from Start to Finish

Campaign Newsletter

Mailing Lists & Segmentation

Creating a Campaign

CRM Cleanup

Zoho Sales, Marketing, and Ops Admin Practice Project Initial CRM Setup, Forms, and Leads CRM Cleanup

We’re kick things off by briefly going over some CRM setup best practices before getting started.

Zoho Sales, Marketing, and Ops Admin Practice Project Initial CRM Setup, Forms, and Leads CRM Cleanup

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