Complete Beginner's Guide to Becoming a Zoho CRM Admin (Part 2)
We teach you everything you need to design an effective and intuitive Zoho CRM instance! In this short course, we guide you through cleaning up your first Zoho CRM so that it's ready for use.
Timestamps:
0:00 Module Organization - Hide Unwanted Modules
1:14 Cleaning up Fields
2:40 Clean up and Organize the Leads Module
4:34 Dragging Fields Around
5:09 Intro to Mandatory Fields
6:14 Making Certain Fields Mandatory or Not
7:46 Creating Sections
8:31 Removing Fields
9:45 Removing Fields That Are in Use
10:49 Permanent Deletion of Fields
12:20 Creating Custom Fields
14:36 Different Data Types
18:43 Creating Picklists
21:33 Intro to Related Lists
23:48 Create a Related Note, Attachment, Deal, Contact, and Task
27:24 Intro to Tasks
30:28 Practice Creating and Closing Tasks
32:16 Intro to Attachments
34:55 Using Workdrive to Link Attachments to CRM
39:19 Using the Timeline Feature
Our full course is in this playlist: • Complete Beginner's Guide to Becoming a Zo...
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