The CRM Zen Show Episode 202 – Books Taskation gets Representation
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
Getting Started on WordPress with Zoho SalesIQ
Needing to integrate Zoho SalesIQ onto your WordPress website? This tutorial will guide you through the set-up and integration, customizing your chat widget, and tracking your live visitor activity. ? TIME STAMPS ? 0:00 Intro 0:21 What Is Zoho SalesIQ 1:30 Initial WordPress with SalesIQ Setup 3:54 Customize Chat Widget To Fit Your Branding 6:47 […]
3 Pro Tips for Lead Conversion Mapping in Zoho CRM
There is often some misunderstanding of the main modules inside the CRM and their overall relationship with one another. This tutorial focuses on where it all starts, the Leads Module, and how it relates to the other modules. ? TIME STAMPS ? 0:00 Intro 0:23 #1 – Defining a Lead 1:17 #2 – Lead Conversion […]
Automating Zoho Campaigns Topic Assignment based on CRM Tags
Following up on our tutorial covering the new Sync inside Zoho Campaigns, Greg put together simple but great automation to assign Leads or Contacts a topic based on Tags inside the CRM. ? TIME STAMPS ? 0:00 Intro 0:52 Setting Up the Sync 2:05 How the Tags Appear in Campaigns – 2:40 Creating the Workflow
How to Set Up the NEW Zoho Campaigns Sync
Zoho recently released an update to Zoho Campaigns with a NEW and improved sync. In this tutorial, we cover everything you need to know to activate and set up the sync. ? TIME STAMPS ? 0:00 Intro 0:26 Getting Started 2:15 Setting Up Topics – 4:10 Activating the New Sync 4:20 Creating a Sync 8:45 […]
Zoho Books Full Product Tutorial – 2022
CLICK HERE for our latest Zoho Books Full Product Tutorial. ? TIME STAMPS ?0:00 Intro0:33 Agenda0:57 What Is Zoho Books?1:49 Product Overview13:50 Settings32:28 Chart Of Accounts36:21 Sales Process47:55 Purchase Process52:00 Questions & Answers
How to join the Zoho One Party via user email invite
In this tutorial, learn how to quickly get set up in Zoho One after receiving the user invite.
Should you be using the Leads Module in Zoho CRM?
In this video tutorial, Drew discusses all things Leads Module and if you should be using it in your business. ? TIME STAMPS ?0:00 Intro0:12 Using Leads Overview0:35 Recommended Lead Statuses2:10 How Leads Work2:40 Benefits of Zoho Forms For Lead Generation3:40 What is Lead Conversion Mapping4:25 Converting a Lead5:05 Scenarios for using the Leads Module
Zoho Learn – Creating Articles & Content Tutorial – 2021
In this video for Zoho Learn, Tyler walks you through the following: Creating Articles Creating Content Article Management
Zoho Learn – Creating Spaces & Manuals Tutorial – 2021
In tutorial for Zoho Learn Tyler walks you through the following: Creating your first Space Creating Manuals Organizing Manuals inside your Space