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Zoho ONE Simple Quickstart Course
What are we trying to accomplish here?
The system you could have within an hour!
What you'll learn in this course
Housekeeping
Don't have Zoho ONE - Let's start a trial!
Let's get this party started - start connecting!
Introduction
Add Bookings to ONE and connect (8:55)
Add Books to ONE and connect (4:31)
Add Desk to ONE and connect (2:38)
Add Meetings to ONE and connect (4:42)
Add Projects to ONE and connect (3:34)
Add SalesIQ to ONE and connect (2:04)
Add Sign to ONE and connect (3:39)
Add Campaigns to ONE (2:05)
Start Ring Central trial and connect (7:49)
Add Forms to ONE and connect (3:05)
Connect your email / calendar (6:14)
Understanding, customizing and clearing out your CRM
Introduction (1:20)
What is a CRM and how would I use it? (11:18)
Understanding Modules (19:46)
Core Modules + Activities Overview (22:40)
Remove tabs and fields you don't need / rearrange the pages (12:39)
Understanding the Different Field Types
What are the different types of fields?
Single Line (3:46)
Multi-Line (2:11)
Email (3:33)
Phone (0:43)
Pick List (4:26)
Multi-Select (3:28)
Date (2:34)
Date/Time (2:22)
Number (4:43)
Auto-Number (4:15)
Currency (2:28)
Decimal (1:29)
Percent (3:08)
Long Integer (1:29)
Checkbox (2:25)
URL (2:45)
Lookup (6:13)
Formula (4:10)
User (3:36)
File Upload (2:36)
Image Upload (1:37)
Multi-Select Lookup (6:33)
Organizing Your Information
Add in the fields you need / Importing a Spreadsheet
Understanding the Sidebar / Related Lists (5:10)
Update Lead Status and Deal Stages
Organizing your information with list views
Start using it simply each day
Manually entering new leads
Working with notes, tasks, meetings and calls
Converting leads / managing deal flow
Leads, Accounts, Contacts and Opportunities (5:08)
Using mobile - voice notes
Checking into meetings
Start using the other products
Start allowing prospects to book time with Zoho Bookings
Start allowing customers to update their information with Zoho Forms
Start hosting online meetings with Zoho Meetings
Start automating your marketing with Campaigns
Start sending estimates and invoices with Zoho Books
Start sending contracts for eSignature with Zoho Sign
Start managing your service delivery with Zoho Projects
Start providing top customer service with Zoho Desk
Incorporating it all!
Get a new lead
Nurture the lead
Lead books their own time
Lead qualifies themselves
Seamless tracking of communication
Merge and send contract for signature
Send invoice for payment
Receive payment -> Create Project
Appendix - Other stuff you may want to do
Add users
Adding apps to your ONE instance
Remove tabs and fields you don't need / rearrange the pages
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