The CRM Zen Show Episode 218 – Feature? Well Sheet, I Can Barely Finder!
Zoho News Zoho Cliq Introduces Networks But is it new? Because we have been doing this for years… Bigin Now Integrates with Microsoft Teams Another cool integration connecting Bigin to another external application. Zoho Sheet Adds Feature Finder This is very groovy, instantly find any feature inside Zoho Sheet Zoho Bookings Calendar Updates Another step […]
Zoho One Admin Panel Advanced Setup
In this video, Tyler shares some advanced configuration tips for your Zoho One Admin Panel. ? TIMESTAMPS ?0:00 Intro1:01 Getting Started2:17 Home Page Overview4:34 Setting Up Dashboards7:12 Administrator Tools8:31 Application & User Set Up13:36 Groups & Conditional Assignment Rules17:33 Setting Up Security Policies19:19 Device Management, MarketPlace, Active Directory, & Reports
Zoho Learn Overview
This Zoho Learn overview 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 217 – Open The Pod Bay Doors, Zia
Zoho News Zia Becomes Self Aware Zia can now scan your emails for an emotional analysis and gauge what your customers think of you. WorkDrive TrueSync now supports Ventura iOS Ventura hasn’t been released yet, but if you are part of the Beta, Truesync is now supported. Zoho Desk Adds Default Custom Actions Even more […]
Using Dynamic Fields In Zoho Campaigns For Custom User Signatures
In this video, Wayne is guiding you through setting up a dynamic email signature that can be associated with the contact owner. ? TIMESTAMPS ?0:00 Intro1:19 Confirm Your Sync Is Set Up1:54 Create Your Campaign With Dynamic Fields3:11 Create A Custom Merge Tag4:32 Associate The Contact Owner Tag With Each Email Signature
The CRM Zen Show Episode 216 – Then Again, Campaign Swallows Are Non-Migratory
Zoho News PSA – Migrate Campaigns Before Sept 30th If you haven’t done this already, check out this quick tutorial on how to migrate. Zoho Social adds TikTok, IG Reels/Stories, and YouTube Shorts Share with us your latest dance moves #CRMZen! iOS 16 Updates Major update and shoutout to Zoho for the quick response to […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]
The CRM Zen Show Episode 215 – My Area Of Deskpertise
Zoho News Zoho CRM August Community Digest Tons of great stuff every month in these CRM Digests. Zoho Backstage August Updates A quick roundup of everything that happened last month in the world of Backstage. Zoho Desk Adds “My Area” Ticket Filter A very nice new addition to the ticket filtering systems in Desk, and […]
How to Link Zoho Creator Forms to Zoho CRM
In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM. ? TIME STAMPS ?0:00 Intro0:49 Connect A Tasks Form With Modules In The CRM4:47 Viewing Tasks In The CRM […]
Email Workflows in Zoho Campaigns
This video on email workflows was taken from our June 2022 webinar on Zoho Campaigns. See the full Zoho Campaigns 2022 Webinar here: https://zenatta.com/zoho-campaigns-full-product-tutorial-2022/
