How to Choose the Best Email Marketing Product
Building Custom Zoho CRM Links That Quickly Check Your Prospect’s Web Footprint
You can create custom Zoho CRM links that incorporate data from CRM records. For example, you might create a link that automatically searches Facebook for a lead’s information by automatically plugging their first and last name into a generated link. When opened in a browser, this link will instantly perform a search on Facebook’s website […]
Zoho Desk Auto-assignment of Tickets Based on CRM Owners – 2020
In this week’s implementation, we show how to automate the assignment of tickets inside Zoho Desk to the proper account owner inside Zoho CRM. This process is made possible by using Zoho Flow. Here are some key points from this video: On new ticket creation, a flow is triggered Fetches Contact, and then Account information […]
Application of the Week – SoapBox
Getting Started with Zoho Campaigns
Exploring the Zoho Campaigns Homepage Once you log into your Zoho Campaigns account, you’ll land on our welcome page, where you can start creating a mailing list or proceed with your email campaign. In fact, there are a lot of things to check out on this page: 1) Navigation Toolbar – On the left side […]
Advanced Zoho Campaigns Guide
Advanced Campaigns provides you with in-depth knowledge on various types of applied campaigns in email marketing. In Advanced Campaigns, we not only offer various types of integrations with other websites, but also the best steps to take for the success of your email campaign. In this guide, we’ll be going over different types of campaigns […]
Zoho Cliq Product Overview – 2020
How to Set Next Activity Date in Zoho CRM
In this implementation, Tyler shows how to populate the most current activity date in its own field. Here are some of the key points from the video: “Next Activity Date” field automation in Deals module for easy Activity-based management of Deals. “Next Activity Date” field added to Deals module. On Create, Update, or Delete of […]
Zoho Assist Implementation Guide
Goal of this guide is to easily identify, diagnose, and troubleshoot support issues faster using Zoho Assist. With Zoho Assist, you can improve your IT remote support service by providing On-demand Remote Support, Unattended Remote Access, and Two-way Screen Sharing for desktops, tablets, and mobile devices. Connect remotely, transfer files, and collaborate online with our […]
Zoho CRM Setting Up Scoring Rules Tutorial – 2020
In this video, you will learn: How to set up meaningful scoring rules for your Leads, Contacts, Accounts, and Deals.