We are an eLearning startup based in Bangalore. I am new to the forum and to Zoho CRM. It would be great if someone can suggest the best way I should customize my Zoho portal.
Had an elementary question/problem for Module and Layout Customization.
a) LEADS: Collecting data of everyone who is interacting with the brand through various mediums
b) PROSPECTS: Anyone who has created an account but not made a purchase.
c) LEARNERS: Anyone who has made payment and finished a purchase.
d) COMPLETED: Anyone who has completed the course and has been certified.
On performing certain actions on the website (API integration) the Leads move to Prospects and Prospects move to Learners and so forth. Would this be the right way to do it?
Secondly, within PROSPECTS, I was planning to create layouts for each product lead.
a) Course1 Prospect
b) Course2 Prospect
c) Course3 Prospect
Each module will have the same format and people keep moving between buckets basis their actions on the website. (via API integrations)
Please help in validating this approach, any better ideas are welcome.
Thanks
Namrata