As promised here is this month’s webinar featuring Brett Martin and Tyler Colt in which they discuss key points on Zoho CRM overview and best practices. With 8 topics covered in the course of an hour, here is a glimpse at the topics covered. Feel free to use the timestamps on our YouTube page to skip ahead to the topics you’re most interested in.
0:16 Agenda
0:50 Announcements
2:27 Modules Overview
3:05 Leads
5:06 Contacts
6:02 Accounts
7:00 Deals
7:55 Activities
10:06 Module Customization
12:46 Custom Views
16:56 Custom Views Activities
18:48 Workflow Rules
24:49 Lead Statuses and Deal Stages
30:44 Custom Fields and Limitations
47:08 Lead Conversion Field Mapping
51:21 Setting up Email
55:07 Credits
We hope you found this video useful and look forward to delivering more like it every week. Join us for our next webinar on Tuesday, March 24 at 10 am PST where we will be taking a deeper look at Workflow Rules.
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