How to Backup Your Zoho CRM
This quick guide demo shows how to backup your CRM and download the backup. Along with the different types of schedules for your backup and best practices. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to […]
Zoho Social Full Product Tutorial – 2020
This Webinar covers some essential core features of Zoho Social and how to implement them. Here are the key timestamps from the Webinar to skip ahead: 0:28 Agenda 3:30 Zoho Social Overview 15:58 Setting Up Social Media Channels 18:27 Creating & Scheduling a Post 24:23 Audience Engagement 29:00 Q&A Not finding what you are looking […]
Zoho CRM How to Setup Your Email
Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho CRM Click Here. Are you looking to give Zoho CRM a try? Here is a free trial to see […]
Zoho CRM Modules – Basic Breakdown and Explanation
Zoho CRM Calendly Integration Through Zoho Flow – 2020
Here are some keynotes from this implementation: When a meeting is booked in Calendly, query Leads, then Contacts for a matching email address If there is a match, create a CRM Event-related to that specific Lead or Contact -If there is not a match, create a Contact with a related Event Not finding what you […]
The CRM Zen Show – Episode 94 – Zorwellian
Zoho News Analytics Updates Some new publishing features and you can now Select and Organization to Import Data. Zoho Desk “Table View” Improvements This adds the ability to sort columns in Table view now. Bigin gets some nice Enhancements Integration with Zoho Meeting, Zoho Campaigns, Zoho PhoneBridge, and Gmail. Sridhar’s Thoughts on the Global Education […]
Zoho CRM – Syncing Deal stage value to related Account and Contact
In this implementation, a workflow is triggered when a Deal Stage is updated. Once the workflow is triggered a Deluge function is used to write Deal Stage into the linked Account and Contact. Then the Deal Stage value in Accounts allows for easy sorting based on engagement and customer status. Lastly, the Deal Stage value […]
Getting Started with Zoho Creator
Getting Started Workbook for Admins – Zoho CRM
Zoho CRM How To Set A Unique Custom Field For Import
