Zoho CRM Set Up: Basics Tutorial. Zoho One Implementation Day 8

Dive into Day 8 of our Zoho One implementation series as we guide you through setting up Zoho CRM. Learn how to add custom modules, capture leads efficiently, set permissions, and configure organization emails. We'll also cover converting web forms to leads, seamless integrations, leveraging Zoho Marketplace, automating processes with Zoho Flow, creating workflow rules, designing automation blueprints, and generating insightful reports. Concluding with key takeaways, this video is a must-watch for optimizing your CRM setup

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0:00 Intro
0:32 Adding Custom Modules
3:40 Lead Capturing
4:29 Setting Permissions
5:18 Setting Organization Email
5:32 Webform to Lead
6:55 Integrations
7:17 Zoho Marketplace
7:41 Zoho Flow
8:44 Workflow Rules
9:46 Blueprints
10:11 Reports
12:38 Conclusions

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