Getting Started with Zoho Sites
When it comes to building a website, the options may seem overwhelming. Do you build it yourself or hire a professional? What content management platform do you choose? Hosting? SEO? Just these decisions alone can be cumbersome. Don’t worry, Zoho Sites has you covered. For some, your business depends on the latest and greatest to […]
Zoho Creator – 2019 Year in Review
This review by Zoho gives a look at the changes and improvements made to Creator in 2019. Included in this 2019 year in review are examples and detailed content around the changes made. The schema builder is a graphical tool that lets users visualize their data model, create new relationships, or edit existing ones as […]
Zoho CRM – How to Customize your Homepage Dashboard
This quick guide demo shows how to customize your homepage dashboard inside Zoho CRM. In this demo, we show an example of what a sales rep dashboard may look like for an organization. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to […]
How to Convert a Lead Inside Zoho CRM
This quick guide demo shows how to convert a Lead inside Zoho CRM. During the process of lead conversion, we briefly touch on the different parts of the lead that convert and where they convert. Also include some insight on best practices from the Zenatta Team. Not finding what you are looking for in regards […]
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 […]