Creating a Zoho CRM Custom Module Without Requiring a Record Name
This tutorial is a quick tip to create a custom module without requiring a record name, allowing a clean process to accomplish tasks for your team much quicker. Additional Resources 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 […]
A Complete Guide to e-invoicing in India
This guide by Zoho covers e-invoicing in India. Even though this guide was written for e-invoicing in India, there are some takeaways that can be applied to other countries including the US. E-invoicing, or electronic invoicing, is a system in which all the information on an invoice is represented in a digital manner. It is […]
Using Signup Based Autoresponder
This guide by Zoho covers autoresponders in Zoho Campaigns. Learn when the appropriate time to set up an autoresponder in this quick guide. Because business owners can often get distracted by time-consuming tasks, their attention to work that is more important can get diverted. Automating such tasks through autoresponders gives them more time to devote […]
CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources 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 […]
Zoho Workerly Makes Temporary Staffing Easy
Temporary staffing agencies know how big of a problem worker churn can be. No one benefits from a rotating cast of anonymous paper pushers. And while few folks intend to provide temporary talent forever, the longer they stay happy, the longer they remain on your roster. That’s where Zoho Workerly can make a big difference. […]
FAQs on Actionable NPS Survey
This guide by Zoho is their overview and best practices for NPS surveys. NPS (Net Promoter Score) is a metric that allows businesses to see the satisfaction of their customers. A Net promoter Score survey is a leading indicator for understanding where a brand stands when it comes to customer experience and customer loyalty. This […]
Zoho BackToWork Admin Guide
Zoho Books Reporting Tags
With some of the limitations of reporting inside Zoho Books, reporting tags come in handy. Learn more in this quick tutorial, we hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see what we can do to […]
What’s an SMB?
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