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Zoho One Admin (Beginner)
Building Your Zoho Statement of Work and System Flowchart
Creating Your High-Level Zoho Plan
Deciding Whether Zoho One is the Right Fit for Your Organization
How to Set Up (a Simple Version of) Zoho Desk
Become a Zoho Forms Wunderkind (And Push that Form Data to Zoho CRM)
Creating Your First Zoho Analytics Dashboard (for Beginners)
Learn How to Set Up Zoho Analytics (for Beginners)
Becoming a Resplendent Zoho CRM Demigod
Intro To Zoho One
Design Your First Sales Blueprint!
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Course Content
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Course Intro
4 Topics
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Lesson Content
0% Complete
0/4 Steps
Walking Through a Blueprint
Making Do Without a Blueprint
Our Blueprint Use Case
The Vision for Affluence Financial’s Blueprint
Create the Blueprint Structure
15 Topics
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Lesson Content
0% Complete
0/15 Steps
Pre-buildout Field Customization
Email Notification for our Blueprint
Navigate to and Open the Blueprint
Add States and Build Out the “Flowchart”
Naming the Transitions
The Before, During, and After a Transition
Always Leave a ‘User Message’
Requiring Fields and Finishing Blueprint Actions
Slow Down and Review Our Progress on the Flowchart
Set Up the Workflow Rule Email Drip
Zoho Form Adjustment and Email Notifications
Build the Lead Discovery Form Automations
Auto-convert Leads and Finish the Blueprint
Using Common Transitions
Blueprint Review Questions
Testing Our Blueprint on the Front End
4 Topics
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Lesson Content
0% Complete
0/4 Steps
Entering Existing Record and Test the Blueprint
Review the WHY and Look Back to Our Flowchart
Running a New Lead Through to Conversion
Last Thoughts On Blueprints