The Plan for Day 2

Zoho CRM Team Training | Admin

Day 1 | Onboarding

Welcome to the Zoho CRM Training Program! (1:09)
👉 INVITE YOUR TEAM 👈 || Zoho CRM Team Training (1:34)
Team Training Strategy
The Plan for Day 1 - Get the Administrator Checklist (1:33)
Block Off Time for the Program (0:32)
Checklist Item 2 - Setup Your Email IMAP (7:28)
Understanding Zoho CRM Email (9:31)
Checklist Item 3 - Adding DKIM and SPF Records (4:29)
Checklist Item 4 - Add Your Email Signature (2:19)
Checklist Item 5 - Add a System User (6:04)
Checklist Item 6 - CRM Admin Role and Profile (2:12)
Checklist Item 7 - Understanding Roles & Profiles (29:51)
Checklist Item 8 - Invite Your Team to Join Zoho CRM (6:47)
Checklist Item 9 - Send Standard Users Their Onboarding Checklist (1:45)
Checklist Item 10 - Company Details Settings (6:24)
Checklist Item 11 - Download the Zoho CRM Mobile App (1:32)
Checklist Item 12 - Give Feedback. Improve the Program.

Day 2 | Basic Training

The Plan for Day 2 (0:42)
Core Modules Explained (50:26)
Creating Profiles (6:05)
Roles and Sharing Rules - Groups (12:41)
Creating a Record (5:07)
Editing a Record (3:19)
Cloning Records (1:25)
Add Notes (6:08)
Attachments and Links (3:38)
Create Activities (15:15)
Delete and Restore Records (4:38)
Lead Conversion (9:25)
Mass Update Records (1:50)
Searching and Filtering List Views (5:24)
Custom Views (5:19)
Sending Emails (3:20)
Email Insights (5:31)
Sending Mass Emails (4:32)
Reports and Analytics (7:37)
Data Enrichment (5:10)
Creating and Sending a Quote (8:29)
CRM Mobile (13:24)

Day 3 | Customization

The Plan for Day 3 (2:41)
Zoho CRM Homepage Customization (12:05)
Modules and Fields Customization (60:00)
Customizing Layouts (6:07)
Teamspaces and Webtabs (8:20)
Pipelines and Stages (5:55)
Customize Related Lists (7:40)

Day 4 | Configurations Part 1

The Plan for Days 4,5,6 (0:55)
Email Configuration (6:18)
Email Intelligence (1:06)
Email Parser (8:09)
BCC Dropbox (2:50)
Deduplication and Unique Fields (5:49)
Business Messaging Setup (1:17)
Copy Customization (2:30)
Telephony (3:09)
CRM Portals (7:04)
Signals (3:12)
Templates (14:30)
Data Preparation For Import (13:14)
Standard Import (10:47)
Export Data (3:09)
Storage (3:11)

Day 5 | Configurations Part 2

Canvas View (8:48)
Wizards (8:04)
Actions (5:44)
Schedules (4:04)
Workflow Rules (14:42)
Assignment Rules (11:42)
Scoring Rules (10:53)
Approval Processes (12:19)
Blueprints (20:30)
Parallel Transitions (5:39)
Data Backup (2:14)
Audit Log and Timeline (3:45)
Sandbox (10:20)

Day 6 | Configurations Part 3

Calendar Booking (8:11)
Company Details (6:34)
Compliance Settings (5:04)
Personal Settings (4:26)
Territory Management (10:17)
Trusted Domain (2:45)
Zoho Marketplace (9:21)
Recycle Bin (2:39)

Day 7 | Advanced (Optional)

The Plan for Day 7 (1:12)
Create a Client Script (30:33)
API (Application Programming Interface) (8:26)
Connections (8:35)
Custom Functions (31:19)
Zoho CRM's API Documentation (6:43)