Module 2 of 7Module 2 sa 7
CRM FundamentalsMga Basic ng CRM
The data layer. Contact records, custom fields, tags and smart lists — how a client's information is structured before anything is automated. Ang data layer. Contact records, custom fields, tags at smart lists — kung paano naka-structure ang info ng client bago i-automate ang kahit ano.
Why this module is hereBakit nandito ang module na ’to
Almost everything else in GHL reads from or writes to the contact record. Workflows filter on fields and tags, forms write to fields, and pipelines attach to contacts. If you learn workflows before fields, you can follow a tutorial but you can't adapt it. Halos lahat ng iba pa sa GHL ay bumabasa o sumusulat sa contact record. Nagfi-filter ang workflows gamit ang fields at tags, sumusulat ang forms sa fields, at nakakabit ang pipelines sa contacts. Kung workflows ang inaral mo bago ang fields, kaya mong sundan ang tutorial pero hindi mo ito kayang i-adapt.
Builds on:Nakabatay sa: Module 1: FoundationsPundasyon
Most messy GHL accounts are messy here first. Duplicate fields, two hundred tags nobody understands, smart lists that quietly stopped matching anything.
This module teaches you to structure a client’s data on purpose. It is the least glamorous module and the one that makes the biggest difference to how professional your builds look to a client.
Karamihan ng magulong GHL accounts, dito unang nagugulo. Duplicate fields, dalawang daang tags na walang nakakaintindi, smart lists na tahimik nang tumigil mag-match ng kahit ano.
Tinuturo ng module na ‘to kung paano i-structure ang data ng client nang may plano. Ito ang pinaka-hindi glamorosong module, at ito rin ang may pinakamalaking epekto sa kung gaano ka-professional ang dating ng builds mo sa client.
Lessons
- Lesson 1 Completed: The Contact Record: GHL's Center of GravityAng Contact Record: Sentro ng Lahat sa GHL Read a contact record and know what each part is forMabasa ang contact record at malaman kung para saan ang bawat parte
- Lesson 2 Completed: Custom Fields: Structuring Client DataCustom Fields: Pag-aayos ng Data ng Client Decide when a piece of information deserves a custom fieldMagdesisyon kung kailan dapat gawan ng custom field ang isang info
- Lesson 3 Completed: Tags (and When Not to Use Them)Tags (at Kailan Hindi Dapat Gamitin) Know what a tag is good for, and what it isn'tMalaman kung saan magaling ang tag, at saan hindi
- Lesson 4 Completed: Smart Lists: Finding the Right ContactsSmart Lists: Paghahanap ng Tamang Contacts Build a filtered view of contacts using fields and tagsGumawa ng filtered view ng contacts gamit ang fields at tags
When you finish this modulePagkatapos ng module na ’to
"I can design how a client's data should be structured before building anything.Kaya kong idisenyo kung paano dapat naka-structure ang data ng client bago mag-build ng kahit ano."
Practice for this modulePractice para sa module na ’to
- Practice task Design a Dental Clinic Field SetMagdisenyo ng Field Set para sa Dental Clinic Design and create six custom fields a two-branch dental clinic needs, using the right field type for each.Idisenyo at gawin ang anim na custom field na kailangan ng dental clinic na may dalawang branch, gamit ang tamang field type para sa bawat isa.
- Client scenario The Messy Account HandoverAng Magulong Account Handover This is the most common real first job a GHL VA is hired for. The skill is auditing safely: understand what depends on something before you change it, and leave a written record. Ito ang pinakakaraniwang totoong unang trabaho na pinag-ha-hire-an ng GHL VA. Ang skill ay ang ligtas na pag-audit: intindihin muna kung ano ang umaasa sa isang bagay bago ito baguhin, at mag-iwan ng nakasulat na record.