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 […]
Simplifying Team File Management with Zoho WorkDrive
If you’re like a lot of small businesses, you have a file management system that works okay. But it’s probably not flexible, easy to use, or entirely reliable. That can get in the way of you and your team’s productivity, and it’s a barrier to accomplishment that you don’t need. Zoho WorkDrive offers a modern and flexible […]
Zoho Campaigns Roles and Privileges
This guide by Zoho gives an in-depth look at Zoho Campaigns Roles and Privileges. In this module, common Campaign roles and privileges are covered. As a marketer, one of the multiple factors to consider while working with marketing automation software is data access. Data, such as user management, password controls, and more can be sensitive […]
Zoho Social Full Product Tutorial – 2020
This Webinar covers some essential core features of Zoho Social and how to implement them. Here are the key timestamps from the Webinar to skip ahead: 0:28 Agenda 3:30 Zoho Social Overview 15:58 Setting Up Social Media Channels 18:27 Creating & Scheduling a Post 24:23 Audience Engagement 29:00 Q&A Not finding what you are looking […]
Zoho CRM Organization Settings
This guide by Zoho gives an in-depth look at Zoho CRM Organization Settings. In this module, common CRM operations and types of operations are covered. “By setting up a Zoho CRM account for your organization, you are just stepping into your role as a Zoho administrator. You need to perform some tasks on a daily […]
Zoho CRM Data Administration
Zoho CRM How to Setup Your Email
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 more guides on Zoho CRM Click Here. Are you looking to give Zoho CRM a try? Here is a free trial to see […]
Zoho CRM Modules – Basic Breakdown and Explanation
Zoho CRM Data Security
This guide by Zoho gives an in-depth look at Zoho CRM Data Security. Constant updates and improvements to data security help ensure companies are protected from malicious attacks. Understanding these security layers is a must in today’s business world because without it you’re in trouble. In this guide, you will find what they are and […]