Course curriculum

Lior Izik
Teacher Lior Izik
Category Zoho CRM Training
Students 2103 (Registered)
Review
Zoho CRM Core Functionality
  • Course Intro
  • Zoho One Applications Overview
  • The Zoho ONE Interface
  • Assignment #1
  • Settings Every Employee Must Do
  • Assignment #2
  • How To Navigate
  • List View Options
  • Assignment #3
  • Record Options
  • Filter Lookup Records
  • Common Mistake: My Emails Not Syncing With Zoho CRM
  • Email Deliverability (Need To Be Done Once By The Admin)
Zoho CRM Customization
  • Basic Module Customization
  • Extending The Lookup Fields Functionality
  • Advanced Module Customization
  • Assignment #4
  • Architect Your CRM (Quick Guide)
  • Assignment #5
  • Module Layouts and Layout Rules
  • Assignment #6
  • Canvas Views (List and Detailed View)
  • Security Controls
The Sales Cycle
  • Lead To Deal Journey
  • Lead Conversion Mapping
  • Lead Module - Advanced Options
  • Contacts Accounts and Opportunities/Deals
  • Managing Pipelines
  • Assignment #7
  • Wizards - Create Records Step By Step
  • Q&A: How To Send SMS Messages From Zoho CRM
  • Text Messages vs Emails
  • Using The CRM (Lead to Deal)
Migration and Data Management
  • Zoho One - Taking Backups
  • Migrating To Zoho CRM?
Dashboards, Analytics and Reports
  • Dashboards (Homepage)
  • Reports and Analytics
  • Assignment #8
Automation
  • Setting Up Macros
  • Working With Workflows
  • Assignment #9
  • Blueprints - The Heart of Your Business
  • Parallel Transitions - Zoho CRM Enhancements to Blueprint
  • Multiple Transitions - Zoho CRM Enhancements to Blueprint
  • Assignment #10
  • How Can I Experiment Without Breaking My System? Sandbox
  • System Integration Best Practices
  • Final Lesson
Webinars - Based on Real Customers Use Cases
  • Leads
  • Sales
  • Operations
  • Finance
Bonus Section
  • CRM Automation & AI Features Explained
  • Our (Amazing Business Results) Sales Process DEMO (Using Pandadoc)
  • Zia Smart Prompt (Zoho CRM ChatGPT)
  • Take Control Of Your Phone Numbers
About this course
  • $95.00
  • 56 Lessons
  • 5.5 hours

Check out our testimonials featuring
5-star reviews:

“I am a real estate agent that was referred by one of Lior’s existing clients! He helped me structure my CRM to facilitate all my real estate needs! Lior is always available to give support and really cares to make sure his clients are happy! I highly recommend his services!”

Stephanie Lerner Homes Zoho Review

“The only partner that actually WORKS!!! Lior is absolutely the best of the best. Thank you so much!”

WORQOUT Zoho Reviews

“Lior provides thorough and practical explanation and application of Zoho concepts. He's entertaining and has good production quality to his videos. Looking forward to more posts!”

KimbleLabs Zoho Reviews