Complete Beginner's Guide to Becoming a Zoho CRM Admin (Part 3)
We teach you everything you need to design an effective and intuitive Zoho CRM instance! In this short course, we walk you through basic functions including emails, workflow rules, and imports in Zoho CRM.
Timestamps:
0:00 Intro to Email in CRM
1:12 Creating Email Templates
5:57 IMAP Integration
7:44 Intro to Send Email
10:05 Email Related List and SalesSignals
12:16 Intro to Workflow Rules
13:12 Going Through a Sample Workflow Rule
16:09 Workflow Rule Practice Case
18:18 Creating Our Practice Workflow Rule
22:44 Intro to Record Imports
23:54 Getting Data Set up in Google Sheets
26:04 Prepping the Data for Import
28:33 Setting Up Record Imports
30:19 Matching Fields and Finishing the Import
33:19 Exporting Data
Our full course is in this playlist: • Complete Beginner's Guide to Becoming a Zo...
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