Building A Salesforce CRM Clone With No-Code Using Bubble (Flexbox)

$129

Building A Salesforce CRM Clone With No-Code Using Bubble (Flexbox)

20 Lessons

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1. Getting started with Bubble

Getting started with Bubble's no-code tool.

Creating a free Bubble account

Lesson 1 - Course overview

2. Configuring your database

Creating your custom Salesforce clone database.

Accessing the Notion checklist

Lesson 2 - Database setup

3. Registering user accounts

Creating a workflow to register a new Salesforce account.

Lesson 3 - Register accounts

4. Building a login page

Creating a page for existing users to log in to their accounts.

Lesson 4 - Login page

5. User settings page

Creating a page where users can update their account information.

Lesson 5 - Settings page

6. Inviting users to a team

Allowing team admins to invite additional sales members.

Lesson 6 - Inviting team members

7. Managing team members

Allowing an admin to edit or delete sales team members.

Lesson 7 - Managing team members

8. Building the CRM page

Building the CRM to display customer details.

Lesson 8 - CRM page

9. Creating a new customer

Adding a new customer to a sales team CRM.

Lesson 9 - Creating a customer

10. Filtering CRM data

Allow sales members to filter CRM data by relevant tags.

Lesson 10 - CRM filter

11. Building the customer page

Creating a dynamic page to display the details of a customers account.

Lesson 11 - Customer page

12. Editing customer details

Allowing team members to edit the details of a customers account.

Lesson 12 - Edit customer details

13. Deleting a customer

Creating a feature to delete a customer entry from the CRM.

Lesson 13 - Deleting a customer

14. Building a navigation menu

Creating a menu that allows users to navigate between pages.

Lesson 14 - Navigation menu

15. Building a customer activity log

Creating a way for team members to add notes on a customer account.

Lesson 15 - Activity log

16. Building a sales dashboard

Displaying & visualising a teams sales data.

Lesson 16 - Sales dashboard

17. Finishing up

Additional tips & insights.

Lesson 17 - Finishing up