Getting Curious About Other Important CRM Principles

Here are some links to other helpful resources that it would be great for you to explore, but we don’t show here in this unit:

• Create Custom Views and filtering
• Disable superfluous modules
• Working with Tasks
• Connect other apps to the process to refine the flow. Check out our Zoho One Admin (Beginner) learning path
• Importing (beginner level) and expert level and exporting data
• User permissions
• IMAP/org emails, domain authentication, etc.

Remember, software skills can be learned quickly once you have the knack for needs analysis and system planning.

We have tons of in-house material for Zoho and in the next lesson will link to useful Hubspot content.