Blueprints

Setup Zoho CRM for Clients

1. Meet with client to understand their needs 1. Find out their current sales process 2. Refer to client talk track for questions to ask 2. Log in to Zoho for setup 3. Delete sample data  1. Settings > Remove sample data (search) > Yes, proceed 4. Add sales statuses (after consultation with client) 1. Settings > Customization > Modules and Fields > Leads > Standard > Lead Status > Edit properties > Edit from the Pick List Option  5. Create custom canvas 1. Settings > Customization > Canvas > Detail view > Customize accordingly 

Jack Burrows
Lesson instructor:

Portti lectus dolors vulput semper pro vertis evenie sagitt intege laoret estim venena ipsume dolest.

Add your lesson information or training text here.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet.


Comments:
Next video:

Unconfigured Element

The Lesson and Module List element is designed to list a collection of all the modules, chapters and/or lessons in selected course. You have either not select your course yet, or your selected course is invalid. Please fix this to use this element. Use help to find out more.


Lessons in this module:

Unconfigured Element

The Lesson and Module List element is designed to list a collection of all the modules, chapters and/or lessons in selected course. You have either not select your course yet, or your selected course is invalid. Please fix this to use this element. Use help to find out more.

Need help? We are here for you...

If you have a question, simply hit the "Contact Us" button to reach out to our team.

Contact

London Street,
London,
EC1 5TQ,
UK

About

Info

Social media

Facebook

Twitter

Instagram

Youtube

Pinterest

Campfire

© Copyright Your Company.  All Rights Reserved

Contact support

Fill in the form below with your question and we will get back to you as soon as possible.

Close