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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

By : Harrington
5 (10)
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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

5 (10)
By: Harrington

Overview of this book

Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity. You’ll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you’ll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You’ll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you’ll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement. By the end of this CRM book, you’ll have set up a CRM solution that will be fit for the next 10 years of business growth.
Table of Contents (22 chapters)
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1
Section 1: Laying the Foundation
6
Section 2: Take Your CRM to the Next Level
11
Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
18
Section 4: Measure, Learn, Evolve

Customizing the web form

Customizing your web form is important to make sure that we are collecting the data we need, in the correct format. In this section, you will learn how to add fields and set their properties.

Upon creating your new form in step 7 in the previous section, you will be presented with the following screen:

Figure 14.5 – A simple drag-and-drop user interface for creating your new form

Bearing in mind that we will be pushing this data into CRM later, we need to ensure that we only use the field types that are also present in CRM.

Now, let's go on to create our web form as follows:

  1. Drag a Single Line field from the Basic Fields pane on the left to the blank section on the right.
  2. Next, create the First Name field by completing Field Properties as follows:

    Figure 14.6 – Setting the field properties for our First Name field

  3. Now add the remaining fields to your form with the field name/types as follows:

    Figure...

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