The CRM Zen Show Episode 218 – Feature? Well Sheet, I Can Barely Finder!
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 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 Things We Noticed Message Media/Smooth Messenger Update Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
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 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 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 Implementation of the Week Code Share of the Week This Weeks Read New On Zenatta Application / Plug-In of the Week Tips and Tricks
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/