Complete Beginner's Guide to Becoming a Zoho CRM Admin (Part 4)
We teach you everything you need to design an effective and intuitive Zoho CRM instance! In this short course, we cover the final two fundamentals in becoming a Zoho CRM Admin: Filtering and forms in Zoho CRM.
Timestamps:
0:00 Intro to Filtering and Conditions
2:18 Intro to Record Filtering
4:14 Clearing Filters
4:37 Filtering Pick Lists
6:41 Filter by "Is Empty" and "Is Not Empty"
9:22 Intro to Custom Views
10:57 Create a Custom View
12:47 Record List View - Modifying Columns
13:53 Intro to Creating Records from Forms
15:10 Setting up Zoho Forms Within Zoho One
16:38 Creating a New Form and Intro to Form Builder
18:12 Walkthrough Creating a Zoho Form
21:48 Integrating a Zoho Form with Zoho CRM
25:38 Generating a Zoho Form Link
27:46 Testing the Forms - CRM Integration
Our full course is in this playlist: • Complete Beginner's Guide to Becoming a Zo...
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