The CRM Zen Show – Episode 93 – We Really Do Care
Automated Lead Conversion in Zoho CRM When Qualification is Complete
This quick implementation automates the process of lead conversions once a set of criteria are met. Here are the key points covered in this tutorial: Custom fields added to lead to store information used for lead qualification On fill of all qualification fields, check values against set criteria If criteria are met, convert the lead. […]
Zobot Cheat Sheet
Zoho CRM Automation 101: Email Templates
In this quick tutorial, we show you how to create, send, and track email communications using Zoho CRM’s Email Template Feature.
The CRM Zen Show – Episode 92 – Dingleberry Integration
Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “…is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data […]
Zoho Writer Introduction
Zoho Vault Administrator Guide
This guide provided by Zoho covers the following for Zoho Vault: Sign up instructions Important terminologies Basic Settings User provisioning and management Password management Advanced features Disaster recovery configuration Audit settings Reports Offline access Mobile access Browser extensions
Zoho CRM Task Dependencies Tutorial – 2020
This quick tutorial covers how to launch new tasks only after other tasks reach a certain status inside Zoho CRM.
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation:
The CRM Zen Show – Episode 91 – We’re Just a Cliq Away
Zoho News Zoho Analytics Updates This update adds Expand and Collapse Pivot View & Date Based Lookup Column Changes in the new UI of the record details page Some very nice improvements Get ready this will permanently replace the old UI May 31 Introducing Bulk Shifts in Zoho Workerly Nice update to simplify temp scheduling […]