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• How Zoho CRM is organized (fields, modules, records, etc.)
• Cleaning up the CRM (hiding modules/fields/related lists, organizing fields into sections, etc.)
• The differences between Leads, Contacts, Accounts, and Deals
• How to convert Leads
• Creating new custom fields
• Using Tasks to create to-dos
• Using CRM to track emails with customers
• Setting up workflow rule automations (automated email, task creation, etc.)
• Importing basic data into the CRM
• Integrating Zoho Forms with the CRM to gather data