Zoho Sales, Marketing, and Ops Admin Practice Project
Initial CRM Setup, Forms, and Leads
6 Topics
Why we use the Contacts module to store Lead records
CRM Cleanup
Adding Layout Rules
Setting Up Lead Assignment
Setting up a “Contact Us” Form
Testing Our Webform
Leads Workflow
6 Topics
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
Deals Workflow
4 Topics
Constructing the Bones of the Deals Blueprint
Task & Email Automation
Re-engagement Email Drip
Testing the User Experience from Start to Finish
Campaign Newsletter
4 Topics
Contacts Sync
Mailing Lists & Segmentation
Creating a Campaign
Conclusion
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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.
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Zoho Sales, Marketing, and Ops Admin Practice Project
Initial CRM Setup, Forms, and Leads
CRM Cleanup
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