ZOHO lead conversion mapping - the EASY way скачать в хорошем качестве

ZOHO lead conversion mapping - the EASY way

This is a video about Zoho lead conversion mapping Zoho Tutorials: How to do Lead Conversion Mapping This video tutorial guides you on how to do lead conversion mapping using Zoho One or Zoho CRM. I explain how to add a new field to the leads , illustrating the process through a 'Person Type' field example. I emphasizes the importance of selecting the automatic field mapping checkboxes during the creation stage to set up the lead field mapping instantly. I show you different ways to access the editing settings and how to map the lead field into the other objects if you accidentally miss the checkbox step. As a bonus tip, I shows how to add bulk options for fields. 00:00 Introduction to Zoho CRM Lead Conversion Mapping 00:19 Creating a New Field in Zoho CRM 00:36 Editing Page Layout and Removing Fields 01:04 Creating and Configuring a Custom Field 02:20 Understanding the Importance of Field Mapping 02:55 Creating Fields for Contact and Deal Records 03:27 Understanding the Consequences of Missing Automatic Field Mapping 04:33 Creating and Mapping Fields Manually 06:30 Bonus Tip: Adding Bulk Options 06:55 Mapping Lead Field into the Deal Field 08:59 Creating and Converting a New Lead Record 10:19 Conclusion and Further Learning We are Zoho Partners. We can help you get the most out of your platform investment and help you take your business to the next level. Work with us: https://relevate.com.au/zoho-one/ Download the Free Zoho One setup checklist: https://crm.relevate.com.au/zoho-chec... Join the free Relevate Community and get in depth guides, tips, tricks and tutorials on how to grow your business with digital skills and technology: https://community.relevate.com.au Or join our Digital Accelerator membership and take your business to the next level: https://join.relevate.com.au Zoho Affiliate Link: https://store.zoho.com.au/ResellerCus... Tag us as your Partner: https://knowledgebase.relevate.com.au... #veteran #relevate #relevatecommunity #zohoexpert #zohopartner #zohospecialist #avoncollis