Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020
This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt. Tyler shares this week a Zenatta Internal implementation applied to our own CRM. We needed a way to track revenue through a subscription service inside the deal module inside our CRM. Here are some keynotes from the video […]
Dynamic Documents from Zoho CRM sent via Phaxio (Faxing Documents) – Implementation
Zoho CRM Sub-form Integration to Create Custom Module Records – Implementation
In this video we show how to integrate Forms via a webhook to be able to write a subform into a custom module inside Zoho CRM. Here are some key points from the video: CRM hierarchy with Accounts (ex: Restaurant Groups) and Establishments (ex: Restaurant Locations) Zoho Form created with subform to capture multiple Establishments […]
Benefits of using “The Down Arrow” In Zoho CRM
Our very first tip. Utilize the down arrow tool inside your CRM!
The Down Arrow
Organizing views in Zoho CRM using the Down Arrow In Zoho CRM, a small but powerful feature—the down arrow—lets you tailor how information is displayed across modules. This simple tip improves visibility, efficiency, and overall navigation. How to Customize Views in Zoho CRM Using the Down Arrow What is the Down Arrow in Zoho CRM? […]
Tip – Autofill Custom Module Record Names
How to integrate Zoho Sales IQ with Zoho CRM for new leads via Zoho Forms
Tip – Setting Up An Approval Process In Zoho CRM
Here is a quick tutorial on how to set up an Approval Process in Zoho CRM.
Tip – Creating and Linking a Custom Module in Zoho CRM
In this video, we will show you how to quickly and easily create a custom module and link it to another module.
Tip – Automatically Update Fields In Accounts and Contacts Based On A Opportunity Stage
This video will show you how to update fields in your Accounts and Contacts that are associated with an opportunity based on updating the opportunity stage: