How to Create a Zoho Survey
This tutorial on how to create a survey in Zoho Survey was taken from our October 2022 product tutorial series. See the full Zoho Survey Full Product Tutorial 2022 here: https://zenatta.com/zoho-survey-full-product-tutorial/
The CRM Zen Show Episode 221 – Friday the 21st: Freddy vs JSON
Zoho News Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
Zoho CRM Reports Overview
In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports
Creating Reports in Zoho Learn
This video on creating reports in Zoho Learn was taken from our September 2022 product tutorial series. See the full Zoho Learn Full Product Tutorial 2022 here: https://zenatta.com/improve-your-team-with-zoho-learn
The CRM Zen Show Episode 220 – Cinco De Zoho
Zoho News Implementation of the Week Things We Noticed Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM
By default, if someone opts out inside Zoho Campaigns, they are also opted out inside Zoho CRM. This could cause issues with existing Leads or Contacts inside your CRM. Here is a quick workaround and a best practice when using Zoho Campaigns and CRM.
Creating Courses In Zoho Learn
This video on creating courses in Zoho Learn was taken from our September 2022 product tutorial series. See the full Zoho Learn Full Product Tutorial 2022 here: https://zenatta.com/improve-your-team-with-zoho-learn
The CRM Zen Show Episode 219 – Ship Happens
Zoho News Implementation of the Week Code Share of the Week This Week’s Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
Email Verification Using Clearout
In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.” ? TIMESTAMPS ?0:00 Intro0:40 Setting Up A Field In The CRM Module1:35 Creating A Report For Export3:39 Import Email List […]
Create A Knowledge Base in Zoho Learn
This video on how to create a knowledge base in Zoho Learn was taken from our September 2022 product tutorial series. See the full Zoho Learn Full Product Tutorial 2022 here: https://zenatta.com/improve-your-team-with-zoho-learn