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targeting clients in North
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Introduction To Automation

• Introduction
• Setting Expectations

Design and Plan an Automation Process

• Design and Plan Your First Workflow
• Assignment - Design 3 workflows
• Live Session 1 - Design an automation

Zoho Workflows

• Zoho CRM Workflow Overview
• Workflow Pahse 1 Quiz
• Workflow Pahse 2 Quiz
• Implement a Workflow From a Design
• Zoho CRM Workflows - It's your turn to implement!
• Testing a Workflow
• Advanced Workflows
• Workflows Summary Quiz
• More Workflow Scenarios
• Live Session 2 - Implement a Workflow

Planning A Blueprint

• Blueprints Overview
• Basic Blueprint Quiz
• Design and Planning a Blueprint
• Plan a Leads Blueprint Assignment
• Live Session 3 - Design a Blueprint

Implement a Zoho CRM Blueprint

• Implement a Blueprint
• Implement a Zoho CRM Blueprint
• Live session 4 - Implement a Blueprint

Bonus

• Command Center Part 1 (2020 Addition)
• Lesson 19 - Command Center Part 2 (2020 Addition)
• Emails and Calls Workflows (2020 Additions)
• Q&A - Practical Uses Of BluePrint v3
• Live session 4 - Implement a Blueprint

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