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It looks like you are using a custom field for lead status mapping. The lifecycle stage field. I was going to ask how you keep the lead status in CRM sync'd with the lead stage in ZMA but it looks like you've gone the custom route. It's unfortunate that they don;t sync and seems borderline insane to not have the data represented in both places but there it is. If you know any work arounds I'd love to hear them! It looks like lead sources don't synch either with makes no sense to me...

Robust

If we are Business to customer company. Do we need to use Accounts still? and if so How would we use it?

I hate how everyone is getting excited over this. Zoho are calling this a new CRM UI, but it's not. It's a new menu - that's it! The Zoho CRM interface absolutely sucks! And when I saw "Zoho CRM for Everyone (new UI)", I got super excited until I realised it's still the same old clunky, old-fashioned UI.

Drew, very clear and helpful. In my long experience what matters most (to me at least) for a CRM is ease and speed of working with records and entering data. Do you have a video that shows entering data by mouse or keyboard tabbing, shows keyboard shortcuts, shows importing a new lead or contact (not in .csv bulk) from say a received email or from LinkedIn? Thanks!

Extremely good walk through. 👍

Thank you for making this! I'm currently watching Deals. However, I've noticed many differences in my program versus what your showing. Specifically the Convon view, I don't have that option. Also I'm trying to follow along in Deals, but it's not configured at all. Its asking, "How do you monitor your Sales?". Do you have a video on configuration? Thank you for your time!!!!!!

Hey Drew, This is awesome, thank you for the effort you have put in. If I have a time specific event, Say I have a in person masterclass in 2 weeks and I am funnelling leads from a Google ads campaign into a workflow. Would I have to setup a new workflow based on the day they join or is there a way to send them a thank you email and then have them join where the current workflow is up to the event?

where can i find zoho marketing automation in zoho one? does that need to be approved by the admin of the zoho account to have a zoho marketing automation app?

Helpful video, thanks. How would you manage Quotes in CRM and POs and Invoices in Zoho Books?

Just a question...... What screen recorder do you use?

"I made a design here to show you the differences of what Zoho and Hubspot are capable of doing" and I can't even read it because he had to zoom out so far to show all the features of zoho and you can barely see the Hubspot section LOL

are you going to teach us how to implement it, I am an admin and using almost all 45 tools of zoho, but how to implement for, say, for example, for 65 members of a team?

Appreciate all the value from your channel. I'm building my first company, but unfortunately don't have the budget to hire a consultant right now. It's a subscription company with irregular billing periods on auto-collection. For this I have to use stripe. Would you say I'd have to create a separate 'subscription deals pipeline' to track churn, or let stripe track it and integrate that data into Zoho analytics? I haven't launched yet, just building everything at the moment.

I cant find the link to the Document you are showing that you said would be in the description

Hi, You say in the video there's a link to the Journey Map that can be downloaded, but there is only link to you website and I don't want to sign up to your lists. So where can I download the Journey Map? Thank you.

Business owners need to run businesses not spend years trying to figure out a CRM. ZohoOne seems legit but for someone like myself, I just need it to work. Great video though. They need to dumb it Wayyyyyy Downnnn. Then introduce all this extra stuff once you get the basics to work.

Hi there, just wondering whether u would be able to help answer a question of mine. Under the field layout section, how do u make it so that u are able to tick a checkbox and the field is able to automatically fill in with the relevant details. Lets say in this case when choosing the specific account, there are 3 different delivery addresses linked to it, how do u make it so that when i check the 3rd box it will give me the details to the 3rd delivery address for that specific account.

Where would you put clients who already bought from you but you had to fire them?

Hey Drew, great video! I think this could be helpful for implementing any other CRM as well, since you went into such detailed steps from start to finish.

I see your goal was 300 YT subscribers. Looks like you've met and significantly exceeded your OKR. As of this comment you have 7.6k subs, of which one is me. Your content is outstanding! Great job dogfooding your product/service and achieving your goal!

White Christopher Lewis Brian Wilson William

Please what's the name of the app? I think I downloaded the wrong app.

i've watched first 10 min and I have no idea what is going on. I ma already lost. This doesn't look like a beginner tutorial. Do you have a video like - Zoho one from ZERO?

I started with zoho because a client introduced me to it. id never had a CRM or anything before so I dont know how any of this works and am really really hating it so far. I can see that there is a ton of built in value, which is why ive kept it and keep trying to figure it out, im just frustrated with how complicated it has been to use. I cant figure out how to make any of it work together, so im really hoping that your videos will help get this figured out once and for all.

Williams James Wilson Eric Clark Linda

Thanks for the video. Very well explained for beginners.

I have a question about the integration with the apps: You say here that if you set up Zoho CRM and migrate your data before you integrate all the apps, that integrating the apps later will be extremely difficult, but when I followed ZTraining you migrate the data before doing any integrations from the integrations page. But what was interesting, the first thing I did was convert my Zoho CRM account into a Zoho One account.. and after I was done setting up all the "must haves" last night, I had 5-6 emails saying "Welcome to Zoho Desk" "Welcome to Zoho XYZ" etc. so looks like it's already integrated? Thanks for ZTraining btw, that was really helpful.

Tnank you very much this is an incredible walkthrough, so thorough. I really don't want to Synch MY WHOLE Leads / Contacts Module. I can either put some of my CRM list into another module, or Create segments in MA. I wish I could map a VIEW to MA, do you think that's coming like in 1.0? Any other suggestions? ALso, how did you get all the Deal Pipeleline STages ( Lifecycle Stages you say) into MA if its not a field in Leads? THX!

27:02 OMG Bro. I am SOLD on Zoho One. I've been looking for an alternative for Google docs / sheet.. Everybody uses them but What I didn't like about it is that if you manipulate the documents in the file system (when Google Drive is installed like Dropbox etc.) it actually corrupts the documents.. Plus you can't open Google docs / sheeets in MS Word / Excel ... Dunno if you can do that with Zoho but... I tried MS365 and man.. You'd be better off with sticks, clay and rocks than with anything from MS lol.

22:04 Can you use Zoho Flow to integrate Calendly? Your video on setting up Zoho CRM is one of the first videos I found when I was looking at Zoho vs. Hubspot.. I ended up working with Hubspot but the way you talk about setting up Zoho resonates a lot more with me, especially the Kanban boards and the dashboards.. But the only thing that steered me towards Hubspot is I use Calendly and there didn't seem to be a way to use Calendly to have Calendly's meetings/contacts automatically populated in Zoho without using Zapier or some other 3rd party tool.. The other possibility of course is using Zoho Booking but Calendly is pretty hard to beat.

Great info and overview. Thanks Drew. Has me rethinking my strategy.

Is there a way to query db schemas that are different from connecting user schema?

love the new CRM look from Zoho

Can you combine zoho one and zoho marketing plus / crm plus ? If yes, how ?

I have been searching for a video like this one for 3 years! THANK YOU!

Does Zoho have an app that resembles an Omni-Channel Customer Experience app? Something like NiceCX or Intercom?

Can you do an in depth review of Zoho Projects? Your tutorials are the best. We are thinking about switching our company over to Zoho One.

Hello, I might have missed it but you don't talk about how to change the lead heading names. Example "raw lead" if I wanted to change that name how do I do that?

was really helpful, thanks man.

Travis Kelce Eras INC haha

Hi Drew! I could not find the SQL statements in the description. I did register to your free training, but it was not there either! Could you please share those lines with us? Many thanks in advance!

Please create masterclass for Zoho marketing automation

And they keep making more for it lol

Finally. The confusion is over. It’s great that Zoho gives us so many choices but it can be really confusing. Thanks for the clarity.

I have not finished wacthing the entire video yet... But thankyou so much for this. I could not find any other video explaining Zoho CRM so well. THankyou so much Drew!!

Hi Drew! How can i get the spreadsheet??

Hate your mic.

Really great video!!

Hi Drew! Whats the best way of capturing and tracking UTM data to be able to track the journey progress by source? Should the zoho forms have hidden fields that capture these parameters in order to push it into Zoho crm to match it to their current lead/deal statuses? Is there a better solution to this? Many thanks in advance!