AZAAZ – Volume 1, Issue No. 20
Questions Answered ? 1. (2:16) If I set [a zoho subscriptions] coupon to “forever”—will that [apply] the same discount each month automatically? ? 2. (3:57) A member of staff recently decided to create an envelope template for some good old snail mail. We wanted to use the customer’s salutation and surname but only the first […]
The CRM Zen Show Episode 261 – LinuXoho Ooo La La
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
Maximizing Zoho Campaigns with “Email Action” Workflows
Capturing all the data you need from your email campaigns can sometimes be challenging. But did you know that Zoho Campaigns offers a built-in feature that can solve some of these limitations? This feature, known as “Email Action,” can make a huge difference in managing workflows and what kind of data you can extract. Why […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]
AZAAZ – Volume 1, Issue No. 19
Questions Answered ? 1. (1:56) If I have serialized products that I want to track post-sale is that possible? (…) I need a holistic view of all historical inventory, ability to associate those S/Ns with deals/customers, and then have the data available in the CRM/Zoho so the product can be properly supported through the post-sale […]
8 Tips on How To Thrive in a Virtual Work Environment
During lockdown, the mass exodus from office life to remote work changed how many businesses operate even today. With that, blogs like these were a dime a dozen. Well, four years later, here are seven tips we found extremely useful and apply today. 1. Recreating Office Structure Virtually: Working from home offers significant flexibility, but […]
The CRM Zen Show Episode 260 – Are You Still Master Of Your Domain?
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Tips and Tricks
Boost Your Productivity with Zoho Bookings, Zoho Calendar, & Zoho Meeting
Efficient scheduling, meeting, and booking management are vital. This is where Zoho’s productivity applications come into play. Zoho Meeting, Zoho Calendar, and Zoho Bookings together create a powerhouse of functionality. Let’s dive in. Zoho Calendar Streamlined Scheduling With Zoho Calendar, scheduling is streamlined. It allows you to spin up meetings directly from the homepage. It […]
Getting Started With Zoho Flow
Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more. A Tour of Zoho Flow Dashboard What You’ll Find The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, […]
AZAAZ – Volume 1, Issue No. 18
Questions Answered ? 1. (1:14) How can I integrate Zoho People with Zoho Forms? ? 2. (2:25) A few years back you put together this video: Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020. Do you have an updated version of this that you’re using? We’re already using Zoho Subscriptions for most […]