Zoho CRM Training
27 videos • 198 views • by Catalyst Connect
1
Overview of Zoho CRM Interface for Users
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2
Admin Panel Navigation in Zoho CRM
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3
Overview of Module and Field Configuration
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4
Tips, Tricks and Best Practices for Zoho Workflow Rules
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5
Zoho Mail Merge Templates
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6
Lead Qualification in Zoho CRM
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7
Product Associations
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8
Blueprint
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9
[Private video]
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10
Create an approval workflow | Approval Process
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11
Prioritize your records based on scores | Scoring Rules
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12
Prevent inaccurate data from entering your CRM | Validation Rules
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13
Create an online replica of your business process | Blueprint
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14
Manage two business divisions with one (Zoho)CRM | Page Layouts
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15
Manage dependent fields efficiently | Conditional Layouts
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16
Establish many-to-many module association | Interlinking Modules
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17
Associate multiple line items to a record | Subforms
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18
Design customized and personalized templates | Email templates
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19
Permit and restrict data sharing and feature access for Zoho CRM | Profiles and Roles
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20
Define and manage who has access to your Zoho CRM account | User Management
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21
Migrating to Zoho CRM | Data Migration
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22
Data Import into Zoho CRM | Data Migration
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23
Secure your data on Zoho CRM | Data Backup
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24
Integrate Zoho CRM with your PBX systems | Telephony
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25
Sales made fun with Gamescope | Gamification for Zoho CRM
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26
Capture information directly in the CRM account | Web Forms
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27
Define the operational hours of your organization with Zoho CRM | Business Hours
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