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Zoho One Quickstart
Introduction to Running Your Business with Zoho One
Why This Course and How Will it Help You? (2:10)
Importance of Systems in Your Business
What / Who is Zoho?
What is Zoho One?
Starting Zoho Trial and Upgrade to One (Starting Fresh) (7:12)
Getting Started
How to set up your domain and email through Zoho (7:37)
Layout of CRM (9:33)
Page Layouts with Sample Data (10:23)
Connecting Zoho Email / Calendar to CRM (9:14)
Connecting Gmail and Gmail Calendar to Zoho (6:05)
Connecting Ring Central + Free Trial (7:49)
Attracting Prospects (New Potential Accounts)
What Are The Different Ways You Can Add New Leads? (5:24)
Adding Leads Through Website Form (10:59)
Add Leads by Chatting Through Your Website (4:55)
Add Leads while Engaging Through Social Media (4:37)
Add Leads from Referral Partners via Website (4:38)
Import List to Add Leads (5:15)
Manually Add Leads Into The System (2:31)
Turning Prospects Into Accounts
Okay So You Have a Lead - How Do You Turn Them Into a Paying Customer? (8:32)
Adding Tasks and Appointments to your homepage (5:14)
Managing Where People Are In Your Process - Views (17:20)
Click to Call Your Prospects - Phone Integration (10:02)
Emailing your Prospects
Email Drip Campaigns
Connecting Books to CRM
Adding Products / Services to Sell
Quoting / Proposals
Sending Invoices / Online Payments
Using Subscriptions for Managed Cashflow
Allow People to Schedule Appointments From Your Website
Managing Your Day to Day
Your Day at a Glance
Delivering Service / Checking In Feature
Updating Customer Records
Views to Maximize Time
Managing Referral Partners
Keeping What Is Important In Front of You
Getting Paid and Keeping Track of Expenses
Overview of the Books Product
Connecting Stripe for Payments
Getting Paid by Subscription
Getting Paid Online via Sent Invoice
Recording Check Payment
Giving Your Customer a Portal to View Payments and Make Payments
Recording Expenses
Other Features / Things That May Be Helpful
Adding Additional Licenses / Users
Using Surveys for Feedback
Changing Layout
Adding Custom Fields
Most Widely Used Zoho One Apps
Books
Campaigns
Cliq
CRM
Docs
Meeting
Notebook
Projects
Reports
Sheet
Sites
Desk
Writer
Mobile
Mail
Forms
Survey
Social
Subscriptions
SalesIQ
Inventory
Motivator
Expense
SalesInbox
Sign
Connecting Zoho Email / Calendar to CRM
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