Profiles Archives - The Workflow Academy

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Intro to SUPER SPECIAL Custom Field Types 14 Topics

Lesson Content

0% Complete 0/14 Steps

Intro to Lookup Fields

Creating a Lookup Field

How to Grasp Related Lists

Understanding Lookups: One-to-One and One-to-Many Relationships

Understanding Lookups: Many-to-Many Relationships

Multi-select Lookup Fields – An Example

Multi-Select Lookup Fields: Creating One!

BONUS LEVEL: Understanding Linking Modules

When to Use a Multi-Select Lookup OR Create Your Own Linking Module

Multi-Select User Fields

Using Formula Fields

Auto-Numbers, File Upload, Image Upload, Long Integer

Lookup Field Review

Layout Rules 7 Topics

Lesson Content

0% Complete 0/7 Steps

Creating Our Fields

Peter, What are CRM ‘Layouts’ and Why Do You Hate Them So Much?

The #1 Reason I HATE Layouts

REAL Intro to Layout Rules

Adding More Stuff To Our Layout Rules

Using Layout Rules for Stages and Statuses

Practice Layout Rules

Using Custom Modules 6 Topics

Lesson Content

0% Complete 0/6 Steps

Creating Custom Modules

Alternatives to Custom Modules: Custom Fields

Alternatives to Custom Modules: Layout Rules

Alternatives to Custom Modules: Subforms

Subforms – What I Like and What I Don’t

Custom Module Review

Advanced Module Customization 9 Topics

Lesson Content

0% Complete 0/9 Steps

The Need for Module Customization and Cleanup

When Should You Delete Fields and When Should You Just Remove Them

Quick Create Layouts

Customizing the Top 5 Fields (The Business Card)

Renaming System Default Fields

Layout Dependencies

Showing Off Our Links

Cascading Layout Rules

Advanced Module Organization 2 Topics

Lesson Content

0% Complete 0/2 Steps

Web tabs – Accessing Other Sites

Mail Merge Templates 2 Topics

Lesson Content

0% Complete 0/2 Steps

Go Watch the Zoho CRM – Zoho Sign Course!

Other Uses for Mail Merge

CRM Inventory Modules 6 Topics

Lesson Content

0% Complete 0/6 Steps

Re-Enabling CRM Inventory Modules

Creating a Test Quote

Looking at Inventory Templates

CRM Inventory Modules Don’t Sync With Zoho Books

Use CRM Inventory Modules When

The Zoho Finance CRM Module

Using the CRM “List View” 5 Topics

Lesson Content

0% Complete 0/5 Steps

Using Mass Email

Using Mass Update

Mail Merge En Masse

Let’s Talk About Tags

User Data Control 10 Topics

Lesson Content

0% Complete 0/10 Steps

Record Ownership

Example Role Hierarchy

Module-Level Permissions and Data Sharing Rules

Intro to Territories (Be Careful With These!)

User Lookup Fields Supersede EVERYTHING

Intro to Profiles

Example Profile Hierarchy

Other Ways Profiles Show Up

Set Up Your Own Data Permission Hierarchy

Reports, Analytics, and Home Screen Customization 9 Topics

Lesson Content

0% Complete 0/9 Steps

Intro to Reports (Not a Deep Dive)

Creating Your First Report

Exporting Reports

Using Scheduled Reports

Cleaning Up Default Reports

Building Simple Analytics

When to Use Zoho Analytics

Customizing Home Screens

CRM Reporting Practice

Misc. Setup 4 Topics

Lesson Content

0% Complete 0/4 Steps

Using the Recycle Bin

Understanding Data Backups

A Quick Note on CRM Sandbox

Webforms 2 Topics

Lesson Content

0% Complete 0/2 Steps

Intro to Webforms

WordPress: Gravity Forms and Contact Form 7