How to Setup GDPR inside Zoho Campaigns
This video is a quick overview of the setup of GDPR inside Zoho Campaigns and creating a consent email. Here are some other references from Zoho as well regarding GDPR and setup: https://www.zoho.com/campaigns/gdpr/features.html https://help.zoho.com/portal/en/kb/campaigns/user-guide/gdpr/articles/how-to-set-up-gdpr#Contact_Data_Erasure https://show.zohopublic.com/publish/6y4l668f8305210584cdf91e4638e2abe2f0a Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be […]
Getting Started with Zoho Sites
When it comes to building a website, the options may seem overwhelming. Do you build it yourself or hire a professional? What content management platform do you choose? Hosting? SEO? Just these decisions alone can be cumbersome. Don’t worry, Zoho Sites has you covered. For some, your business depends on the latest and greatest to […]
Zoho Creator – 2019 Year in Review
This review by Zoho gives a look at the changes and improvements made to Creator in 2019. Included in this 2019 year in review are examples and detailed content around the changes made. The schema builder is a graphical tool that lets users visualize their data model, create new relationships, or edit existing ones as […]
Zoho Campaigns Signup Forms
This guide by Zoho gives an overview of Signup Forms in Zoho Campaigns. These forms once setup can be used as a powerful marketing tool in expanding your database. Signup forms are the most popular tools for building a contact database. They let your website visitors become contacts by entering basic details such as name […]
Zoho Assist Data Sheet
This guide by Zoho gives a breakdown of Zoho Assist product overview and terms. This remote connect software for technical support is top in its class. These days, equipping an IT technician with remote support software is a no-brainer. With the growing demand for quality support technicians, large IT service desks and IT management firms […]
Zoho CRM – How to Customize your Homepage Dashboard
This quick guide demo shows how to customize your homepage dashboard inside Zoho CRM. In this demo, we show an example of what a sales rep dashboard may look like for an organization. Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to […]
Zoho Workerly Beginner’s Guide
This guide by Zoho gives a beginner’s look at Zoho Workerly. Looking to streamline your temp staffing agency? Well, this is the first step in the right direction to automate your agency. Zoho Workerly is a platform built for temporary staffing agencies to help streamline their job scheduling processes. Recruiters can manage their client and […]
Zoho CRM Blueprint Handbook
How to Convert a Lead Inside Zoho CRM
This quick guide demo shows how to convert a Lead inside Zoho CRM. During the process of lead conversion, we briefly touch on the different parts of the lead that convert and where they convert. Also include some insight on best practices from the Zenatta Team. Not finding what you are looking for in regards […]
How to Backup Your Zoho CRM
This quick guide demo shows how to backup your CRM and download the backup. Along with the different types of schedules for your backup and best practices. 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 […]