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Easy Pick List Management With Zoho CRM Global Sets

Easy Pick List Management With Zoho CRM Global Sets - Zoho CRM - Videos -  - global sets - Global Sets

In this tutorial, we guide you through step-by-step this long-awaited feature, allowing you to standardize picklist values across different modules, which can help maintain consistency, reduce data entry errors, and save you tons of time.

Zoho’s NEW CPQ Functionality For CRM

Zoho's NEW CPQ Functionality For CRM - Zoho CRM - Videos -  - CPQ functionality

In this tutorial, we take you on a deep dive into the new CPQ functionality in Zoho CRM. You’ll discover how this feature streamlines your sales process by automating complex tasks and providing your team with accurate pricing and quotes in record time

The Best System Design For A Zoho CRM Lead Form Capture

The Best System Design For A Zoho CRM Lead Form Capture - Zoho CRM -  - design zoho crm form tip thumb - CRM Lead Form Capture

In this tip, we take a look at a better method for capturing lead form data inside of the CRM. Traditionally the data will go straight into the Leads or Contacts module. This isn’t always where we want the form data to live. Use this tip to design where your data goes upon form capture. […]

Zoho CRM Full Product Overview – 2023

Zoho CRM Full Product overview for Zenatta Consulting's blog post

What is a CRM? The Core Modules Modules are the building blocks of Zoho CRM. They enable you to manage and maintain your data in a way that fits your organization. Though custom Modules are common, a few core Modules usually stay consistent from organization to organization. Leads Module Accounts Module Contacts Module Deals Module […]

How To Create Multiple Associated Records With One Zoho Form

Thumbnail image of cartoon version of Tom with the video title "How To Create Multiple Associated Records With One Zoho Form"

Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]

Connecting Zoho One To RingCentral

YouTube Thumbnail with cartoon picture of Jordan and the title Connecting Zoho One to RingCentral

In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along […]

The First 3 Things To Do In Any New Zoho CRM

The First 3 Things To Do In Any New Zoho CRM - Zoho CRM -  - first 3 things to do in new crm - New CRM Things To Do

In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]

Organize YOUR Data in Zoho CRM with Custom Views & Filters

Organize YOUR Data in Zoho CRM with Custom Views & Filters

Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]

How To Link A Lead Record Upon A Zoho Form Submission In An Email

How To Link A Lead Record Upon A Zoho Form Submission In An Email

In this tip, Wayne walks us through how to link a lead record to an email after receiving a Zoho Form submission. This is an efficient way to see when new leads come in from your form! Key Takeaways Build a Zoho Form Create an Email Template Generate a Workflow Test Everything! Time to test […]

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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