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How to Create a Zoho Survey

How to Create a Zoho Survey thumbnail

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

CRM Zen Show Episode 221 - Friday the 21st: Freddy vs JSON

Zoho News PSA Zoho Campaigns Pay As You Go Changes Almost everyone is on Standard or Professional, but if you are using Pay As You Go, you may want to check some of the features being taken away. PSA Scheduled Maintenance on November 13th for IN DC Bookings will be down for 15 minutes during […]

Zoho CRM Reports Overview

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

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

CRM Zen Show Episode 220 - Cinco De Zoho

Zoho News Zoho Analytics Updates An excellent batch of updates, new connectors, and improvements to data sources this month. Zoho Projects Q3 Updates In case you missed any, here is everything for the past few months.  Zoho Sprints Q3 Updates The Sprints team sure was busy last quarter!  Too many to list, but some solid […]

Zoho Campaigns Configuring Email Opt-Out Sync To Zoho CRM

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

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

CRM Zen Show Episode 219 - Ship Happens

Zoho News Zoho Bookings October Updates Nothing too major, but another small step in the right direction. Zoho Inventory October Updates Partial fulfillment has been added, and shipments can now be created inside the Shipments Module. Zoho Expense Q3 Updates We’ve covered these over the last few months, but here you go if you missed […]

Email Verification Using Clearout

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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

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

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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