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 […]
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
