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Building Expert Business Solutions with Zoho CRM

You're reading from   Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800564664
Length 352 pages
Edition 1st Edition
Concepts
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Author (1):
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Dominic Harrington Dominic Harrington
Author Profile Icon Dominic Harrington
Dominic Harrington
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Toc

Table of Contents (22) Chapters Close

Preface 1. Section 1: Laying the Foundation
2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER 3. Chapter 2: Leads – Getting It Right the First Time 4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth 5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM 6. Section 2: Take Your CRM to the Next Level
7. Chapter 5: Working with Other System and Custom Modules 8. Chapter 6: Game-Changing Workflows and Automations 9. Chapter 7: Essential Systems Administration 10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations 11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
12. Chapter 9: Zoho Campaigns 13. Chapter 10: Zoho Forms 14. Chapter 11: Zoho Survey 15. Chapter 12: SalesIQ 16. Chapter 13: Zoho Analytics 17. Chapter 14: Zoho Creator 18. Section 4: Measure, Learn, Evolve
19. Chapter 15: Building Actionable Reports and Dashboards (CRM) 20. Chapter 16: Best Practices to Adopt and Evolve Your CRM 21. Other Books You May Enjoy

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "In your website's source file, paste the code into your existing code anywhere before the </body> tag."

A block of code is set as follows:

leadinfo = {"Company":input.Company,"Last_Name":input.Last_Name,"First_Name":input.First_Name,"Phone":input.Phone_Number,"Email":input.Email,"Product":input.Product,"Partner_Code":input.Partner_Code,"Lead_Source":input.Lead_Source};
response = zoho.crm.createRecord("Leads",leadinfo);

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

leadinfo = {"Company":input.Company,"Last_Name":input.Last_Name,"First_Name":input.First_Name,"Phone":input.Phone_Number,"Email":input.Email,"Product":input.Product,"Partner_Code":input.Partner_Code,"Lead_Source":input.Lead_Source};
response = zoho.crm.createRecord("Leads",leadinfo);

Bold: Indicates a new term, an important word, or words that you see on screen. For instance, words in menus or dialog boxes appear in bold. Here is an example: "You may obtain this code by navigating to Settings | Brands | Your Brand Name | Installation | Website."

Tips or important notes

Appear like this.

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