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Zoho CRM and Finance Workflows and Automations Tutorial – 2021

Zoho CRM and Finance Workflows and Automations Tutorial - 2021
0:00 Intro 1:05 Standard Workflow 8:36 Customized Workflow 13:39 Automation Walkthrough 14:05 Invoice URL/Status to Deal Record 20:05 Subform to Invoice 25:40 Q&A

About This Webinar

This webinar was made with Zoho covering some basic and advanced workflows and automation for Zoho CRM and the Zoho finance suite. This webinar’s Q&A session had great questions, we recommend you watch them as well. Recorded on February 2, 2021.

Additional Resources

Wanting to learn more about Zoho CRM? Be sure to check out our other FREE resources on Zoho CRM. Click here to learn more.

To learn more about individual Zoho applications click here for our FREE extensive Zoho resource library.