CRM Zoho Automatiza procesos de empresa

1. LEADS
1.2. Crear LeadsEditar Leads
1.3. Clonar Leads
1.4. Borrar Leads
1.5. Asociar Leads
1.6. Convertir Leads
1.7. Conversión masiva selected Leads
1.8. Conversión masiva leads based con criterio
1.9. Convertir Leads automatically
2. CUENTAS
2.1. Crear Cuentas
2.2. Editar Cuentas
2.3. Clonar Cuentas y manajar Cuentas
2.4. Borrar Cuentas
2.5. Asociar Cuentas
3. CONTACTOS
3.1. Crear Contactos
3.2.Editar Contactos
3.3. Clonar Contactos
3.4. Borrar Contactos
3.5. Asociar Contactos
4. ACUERDOS
4.1. Crear Acuerdos
4.2. Editar Acuerdos
4.3. Clonar Acuerdos
4.4. Borrar Acuerdos
4.5. Asociar Acuerdos
5. CIERRE IMPORTANTE ALERT
5.1. Manejar Potenciales/Acuerdos y Fecha límite
5.2. Crear presupuestos basado en roles
5.3. presupuestos based on Territory Hierarchy
5.4. Editar forecast Configuratings
5.5. Manejar presupuestos
5.6. Feeds module
5.7. Utilizar of Feeds module I
5.8. Utilizar of Feeds module II
5.9. Manejar documentos
5.10. Manejar documento folders
5.11. Differences between Task, Event y Call
6. TAREAS
6.1. Crear Tareas asociar a registros
6.2. Crear Tareas para no asociar a registros
7. EVENTOS
7.1. Crear Eventos asociar a registros
7.2. Crear Eventos para no asociar a registros
7.3. Crear Llamadas telefónicas asociar a registros
7.4. Crear Llamadas telefónicas para no asociar a registros
7.5. Manejar Actividades
7.6. Configura recurrent Actividades
7.7. Utilizar of CRM Calendario
7.8. Editar Calendario preferences
7.9. Borrar Actividades
7.10.Final Test
8.. CREAR CAMPAÑAS
8.1. Editar Campañas
8.2. Clonar Campañas
8.3. Asociar Campañas
8.4. Asociar Leads or Contactos to a Campaña
8.5. Asociar Leads or Contactos to a Campaña mediante una importación
8.6. Final Test
9. EDITAR CONFIGURACIÓN DE CUENTA
9.1. Añadir Utilizar photo
9.2. Editar Zoho CRM firma
9.3. Manejar allowed IPs
9.4. Configura Company details
9.5. Configura up Fiscal Year
9.6. Manejar business hours
9.7. Manejar multiple currencies
9.8. Final Test
10. UTILIZARR MANEJARMENT AÑADIR UTILIZARRS
10.1. Utilizarr Manejarment Deactivate Utilizarrs
10.2. Utilizarr Manejarment Borrar y re-invite Utilizarrs
10.3. Crear Profiles
10.4. Editar Profile permissions I
10.5. Editar Profile permissions II
10.6. Asignar Profiles
10.7. Borrar Profiles
10.8. Editar field permissions
10.9. Crear Roles
10.10. Asignar Roles
10.11. Editar y Borrar Roles
10.12. Share individual records
10.13. Crear Grupos
10.14. Data sharing rules
10.15. Crear data sharing rules
10.16. What are territories?
10.17. Crear territories
10.18. Crear subterritories
10.19. Asignar territories
10.20. Asignar Acuerdos to territories
10.21. Disable territory Manejarment
10.22. Final Test
11. CONFIGURA HOME TAB
11.1. Manejar modules
11.2. Rename modules
11.3. Module customization
11.4. modules
11.5. Crear custom modules
11.6. Crear group tabs
11.7. Web tabs
11.8. Crear fields single line, email y phone
11.9. Custom fields pick list y multi selection
11.10. Custom fields multi line y autonumber
11.11. Custom fields check, date y currency
11.12. Crear lookup fields
11.13. Crear formula fields
11.14. Map fields
11.15. Map dependency fields
11.16. Stage-Probability Asignarment
11.17. Asignar Contact Roles
11.18. Customize tax rates
11.19. Editar "Terms y Conditions" field
11.20. Crear fields from quotes
11.21. Fields Asignarment for inventory modules
11.22. Business Card customization
11.23. Añadir photos a registros
11.24. Organize page details
11.25. Customize related lists
11.26. Crear custom Views
11.27. Editar custom Views
11.28. Utilizar of custom Views
11.29. Mark Views as favorites
11.30. Unique fields
11.31. Crear links
11.32. Email templates
11.33. Crear email templates
11.34. Editar email templates
11.35. Crear mail merge templates
11.36. Send mail merge templates
11.37. Crear inventory templates
11.38. Inventory templates
11.39. Final Test
12. REPORTS MODULE
12.1. Crear report folders
12.2. Crear reports
12.3. Editar reports
12.4. Export y Crear charts in Reports
12.5. Schedule reports
12.6. Crear report dashboards
12.7. Crear dashboards from the gallery
12.8. Key aspects to know before importing
12.9. Import records
12.10. Import History
12.11. Export records
12.12. Backup
12.13. Final Test
13. WORKFLOWS
13.1. Workflows alerts
13.2. Workflows Tareas
13.3. Workflows based on data fields
13.4. Workflows time based actions
13.5. Workflows update fields
13.6. Crear web forms
13.7. Editar web forms
13.8. Auto-response rules
13.9. Unsubscription form
13.10. Configura up approval processes
13.11. Approval processes approval
13.12. Approval processes rejection
13.13. Case escalation rules
13.14. Crear Asignarment rules
13.15. Final Test
14. AÑADIR UTILIZARRS TO CRM
14.1. Purchase CRM licenses
14.2. Final Test
15. SEND EMAILS FROM THE RECORD DETAILS PAGE
15.1. Añadir para noes
15.2. Attach documents
15.3. What is Zoho Sheet view?
15.4. Search y Navigate records y Recent Items
15.5. Find y merge records
15.6. Deduplicate records
15.7. Approve records
15.8. Mass update records
15.9. Mass Borrar records
15.10. Mass transfer records
15.11. Send mass email
15.12. Schedule mass email
15.13. Static Autoresponders
15.14. Dinamic Autoresponders
15.15. Differences between macros y workflows
15.16. Crear macros
15.17. Run Macros
15.18. Manejar macros
15.19. Storage y Recycle Bin
15.20. Enable Zoho Mail Añadir-on
15.21. Activate Email tracking
15.22. Utilizar of Mail magnet
15.23. Email POP integration
15.24. Configura up BCC Dropbox
15.25. Email IMAP integration
15.26. Deactivate Zoho Mail Añadir-on
15.27. Final Test
16. CREAR PRODUCTS
16.1. Editar products
16.2. Clonar products
16.3. Inactivate products
16.4. Asociar products
16.5. Inventory Manejarment
16.6. Crear price books
16.7. Crear price books Differential pricing model
16.8. Crear price books Flat pricing model
16.9. Borrar price books
16.10. Asociar price books to products
16.11. Import price list
16.12. Crear quotes
16.13. Convertir quotes
16.14. Convertir quotes automatically
16.15. Send quotes to customers
16.16. Asociar quotes
16.17. Crear sales orders
16.18. Convertir sales orders automatically
16.19. Asociar Sales Orders
16.20. Crear invoices
16.21. Asociar invoices
16.22. .Register vendors
16.23. Crear vendor Contactos
16.24. Crear purchase orders manually
16.25. Manejar purchase orders
16.26. Asociar purchase orders
16.27. Final Test