Getting Started Workbook for Admins – Zoho CRM
Zoho CRM How To Set A Unique Custom Field For Import
Automated Lead Conversion in Zoho CRM When Qualification is Complete
Zoho CRM Automation 101: Email Templates
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.
Calculating Sales Commissions with Custom Functions in Zoho CRM
In all but the most badly-run sales departments, the commission is based on how much stuff a salesperson sells. However, it’s not always that straightforward: sometimes commissions vary based on products, with incentives to sell particular packages and services paid out in the form of higher commissions. A simple percentage calculation doesn’t typically cut it. […]
Defining Contact Roles via Deluge Script in Zoho CRM
Here are some key points from this implementation: Triggered on looking up/linking the Primary Contact to a Deal/Opportunity in the CRM Reads Contact Roles related list and defines the matching Contact there as “Primary” This could be used to define any Contact Role available, based on a specific lookup field in the Opportunity
Zoho CRM Automation 101: Workflows
How to Automate Event creation via Zoho CRM Deals
Beginner’s Guide to Zoho CRM Workflows – 2020
Recorded from the CRM Zen Show April 17th, 2020 Brett & Tyler discuss how to set up some basic workflows for your organization inside Zoho CRM. They also cover some key points of how simple some of them might be yet the power behind simplicity.
