What a completion record looks like

Completion record

Name

Sample learner

Course

Zoho CRM Foundations — turn an export into a pipeline you can read

Completed

8 November 2026

Project

View the dashboard →

Skills demonstrated

Set up a customer relationship manager's organisation so that money and dates mean one thing across it · Import a comma-separated export into a module, match its columns to the right fields, and find out what the import refused and why · Bring a column to one value per thing by building the question first and changing every record that answers it in one gesture · Find the rows an export added that are not records, and the firms entered more than once, and take both out with the count proving it · Save a view that answers one reader's question, with the conditions, the columns and the order that reader needs · Turn a lead into the firm, the person and the possible sale it actually represents, one at a time and in bulk · Read a sales pipeline as money per stage, and know what moves when a deal moves

What was built

A Zoho CRM organisation holding a cleaned lead list with one record per firm, a saved view that answers who is worth an account manager's time, an account and a contact for every firm that passed it, a deal for each with a value and a closing date, a board showing the pipeline as money per stage, and an exported file of that pipeline a colleague with no Zoho account can open.

The 6 sessions, and when each was completed on their own

Each session was completed twice: once with step-by-step guidance on one company’s data, then on a second company’s data from a brief, with guidance only when asked. Every check passed on both. Alongrail records the sessions, the checks and the dates; the dashboard itself is the learner’s own, hosted where they chose.