CRM Zen Show Weekly Digest – March 4, 2019
Zoho News Zoho Campaigns’ integration with Zoho Meeting SalesIQ Updates? The Institute of Certified Bookkeepers accredits Zoho Books Zoho Social – Video upload for LinkedIn and Instagram Zoho Recruit Updates Zoho CRM Campaigns – Marketing Attribution Integrate Zoho Webinar with Zoho CRM No link here, but go to – CRM: Settings > Market Place […]
CRM Zen Show Weekly Digest – February 25, 2019
Zoho News Zoho Bookings is Now in Beta Zoho Now 8,000 Employees Strong Zoho Desk Revamped Business Hours and Holidays Zoho Meeting Latest Updates New Zoho Social For Mobile Siri Cliq Integration This Weeks Read 4 Unique Strategies for Reaching Inbox Zero by Written by Cambria Davies, HubSpot Zoho Telephony Overview Plug-In of the Week Writer – […]
CRM Zen Show Weekly Digest – February 18, 2019
Zoho News Announcing Zoho Sign extension for Microsoft Teams Zoho Inventory Updates You can now integrate Zoho Desk with Salesforce Details Notebook Update The all-new Zoho Office Suite. Introducing the all-new automation hub in Writer. Introducing Sheet 5 5 new updates to improve the way you work with numbers in documents This Weeks Read/Watch […]
CRM Zen Show Weekly Digest – February 11, 2019
Zoho News Zoho Mail Adds Email ReCall Zoho One Pricing Changes – Back to the Future New CRM Tier – Starter New features in Zoho Sprints Introducing Zoho Payroll February 2019 in Zoho Books Zoho Subscription Updates Zoho Projects Removes Time Tracking for Outside Resources Zoho Interview Interview with Annica Stitch with Zoho Marketing and […]
Tip – Setting Up An Approval Process In Zoho CRM
Here is a quick tutorial on how to set up an Approval Process in Zoho CRM.
CRM Zen Show Weekly Digest – February 4, 2019
Zoho News The New UI is Here! 1 Year of Zoho Flow New Analytics Features Rolled Out Creator Updates Rolling Out The First Week of February This Weeks Read How Investing In CRM Data Quality Increases User Adoption and Trust Across The Business By Ashley Sierant @AshleySierant from HubSpot Plug-In of the Week New Zoho […]
CRM Zen Show Weekly Digest – January 28, 2019
News Zoho Survey is Now Integrated with Eventbrite Zoho Projects Now Has BluePrints Google+ support in Zoho CRM will be discontinued Educational & Events Really Good Zobot Overview Let’s Talk Zoholics Sales Training Series Sales dynamics: persuasive tactics to close more deals This Weeks Read How to Make LinkedIn Part of Your Business Success in […]
Tip – Creating and Linking a Custom Module in Zoho CRM
In this video, we will show you how to quickly and easily create a custom module and link it to another module.
CRM Zen Show Weekly Digest – January 21, 2019
Zoho News Zoho Recruit now integrates with Resume Library Zoho Recruit is now a ‘LinkedIn Talent Solutions Partner’ Zoho Still Pushing Zapier Zoho Vault’s browser extension for Microsoft Edge New “Improved” Reply Editor in Zoho Desk – Kills Grammarly Integration This Weeks Read Building a Great About Us Page By Lindsay Kolowich, Hubspot Plug-In […]
Tip – Automatically Update Fields In Accounts and Contacts Based On A Opportunity Stage
This video will show you how to update fields in your Accounts and Contacts that are associated with an opportunity based on updating the opportunity stage: