Zoho CRM Fails - 5 Things You Are Doing Wrong

I am CRM and Marketing Automation Specialist at Relevate, I break down the top five common mistakes users make when building their Zoho CRM. Learn how to avoid pitfalls like overloading lead records, neglecting lead conversion mapping, creating duplicate fields, using custom modules incorrectly, and relying too heavily on contact records. Save time and money by understanding these crucial tips and optimizing your Zoho CRM build. If you need further assistance, don't hesitate to reach out or join the Relevate Community for expert guidance.

00:00 Introduction: Avoid These Zoho CRM Mistakes
00:53 Mistake #5: Overloading the Lead Record
01:58 Mistake #4: Neglecting Lead Conversion Mapping
03:55 Mistake #3: Adding Duplicate Fields
05:34 Mistake #2: Using Custom Modules Instead of Standard Ones
06:30 Mistake #1: Building Everything Off the Contact Record

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