The CRM Zen Show Episode 281 – Stuck On You
Zoho News Implementation of the Week (MAJOR) Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks This Week’s Quizzes
Our Team’s Favorite Zoho Updates For 2023
Ever feel like Zoho’s update train is moving so fast you can barely keep up? Every year is like a bullet train of updates, with many passing by so fast we don’t even catch them. But which updates are the real MVPs? We figured with the broad spectrum of expertise on our team, we’d ask […]
The CRM Zen Show Episode 280 – OOO La La!
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
AZAAZ – Volume 1, Issue No. 31
Questions Answered ? 1. (2:13) Hello, first of all thanks. What I want to ask is, how can I submit and Track sources from Organic Traffic in Zoho (like which organic post comes in?) ? 2. (5:17) Hey guys. Thanks once again. I am finding some instabilities and some weird behavior in Zoho Flow when […]
End-of-Year System Review for Zoho CRM
As the year draws to a close, ensuring your Zoho CRM is optimized for peak performance is crucial. A systematic review can enhance efficiency, data integrity, and user experience. Let’s dive into the key areas our team put together to focus on. De-duplicate Contacts and Accounts Duplicates in your CRM can lead to confusion and […]
The CRM Zen Show Episode 279 – Yer A Wizard, Zoho
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks This Week’s Quizzes
Quick Actions for Calls in Zoho CRM
This video tutorial demonstrates how to log an activity or task directly from a call within the CRM using the CRM dialer feature. Key takeaways: Steps: Benefits: This video provides a valuable tip for CRM users who want to make the most of the CRM dialer feature. By logging activities and tasks directly from the […]
Using The Zoho Creator Extension In Zoho CRM
Audio Podcast The Zoho Creator extension for Zoho CRM allows you to integrate Zoho Creator forms and reports directly into your CRM. This means that you can view and edit Zoho Creator data from within your CRM, and you can also create new Zoho Creator records from your CRM. To integrate a Zoho Creator form […]
Exploring Custom Layouts in Zoho Creator
This video tutorial provides a comprehensive overview of creating custom layouts for reports in Zoho Creator. It delves into the process of customizing both quick view and detail view reports, equipping you with the knowledge to enhance the visual appeal and organization of your data presentations. Quick View Layouts Detail View Layouts Additional Features Conclusion […]
How To Connect Zoho Books Bank Feeds Using Plaid & Yodlee
This video tutorial demonstrates how to connect your bank feeds to your Zoho Books application using either Plaid or Yodle. The video covers the following steps: Plaid Setup Yodlee Setup Troubleshooting If you encounter any issues connecting your bank feeds to Zoho Books, please refer to the Zoho Books Help Center for troubleshooting tips.