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 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! 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!
I highly recommend Attributer.io for UTM tracking for two main reasons. #1 It generates UTM parameters for you automatically #2 it stores UTM parameters in a cookie so you don't lose UTM tracking if someone navigates to another page (and most of the time they do). You can get a free trial of Attributer.io here: attributer.io/pricing?
Hello Drew, Great tutorial here on this youtube channel. Thank you for sharing your knowing and teaching in the most simplest way. I tried to access your training on your website but unfortunately, I was unable to do so. When I entered my name, email, and agreed to the terms and conditions, and clicked the "Access Now" button, it redirected me to the homepage. Can you please guide me on how to access the training? Thanks
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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 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!!
Of course!! Glad it helped.
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!
I highly recommend Attributer.io for UTM tracking for two main reasons.
#1 It generates UTM parameters for you automatically
#2 it stores UTM parameters in a cookie so you don't lose UTM tracking if someone navigates to another page (and most of the time they do).
You can get a free trial of Attributer.io here: attributer.io/pricing?
Awesome Video but how do you access the UTM Parameter sheet? Have a link?
Hi Drew! How can i get the spreadsheet??
Where would you put clients who already bought from you but you had to fire them?
I’d have a contact/account status dropdown with the status = “Inactive”
Hello Drew, Great tutorial here on this youtube channel. Thank you for sharing your knowing and teaching in the most simplest way. I tried to access your training on your website but unfortunately, I was unable to do so. When I entered my name, email, and agreed to the terms and conditions, and clicked the "Access Now" button, it redirected me to the homepage. Can you please guide me on how to access the training? Thanks
Try this link: sso.teachable.com/secure/1952084/identity/sign_up/email
@@drewbrockbank Thank you. I was able to sign up, but wondering where can I download your process document and launch plan? Thanks