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.
Zoho Campaigns Full Product Tutorial – 2020
In this video, you will learn about: Zoho Campaigns Overview Integrations Setting up a CRM to Campaigns Sync Creating & Sending a Basic Newsletter Workflows Sign-Up Forms
Application of the Week – Power Tools by AbleBits
Power Tools is a set of 30+ smart features that you miss most in Google Sheets. The add-on not only reduces the number of mouse clicks on some routine operations in spreadsheets, but also offers solutions for common yet complex tedious tasks. Each tool here is designed to make data processing easy for you.
How to Customize your Zoho CRM Home Page
This video was taken from the CRM Zen Show Episode 86 and is a quick demostration on how to customize your Zoho CRM Home Page.
Zoho Campaigns Sign-Up Forms Tutorial – 2020
In this video, you will learn: How to set up sign up forms in Zoho Campains
Zoho Campaigns Integrations Tutorial – 2020
In this video, you will learn: How to set up your Zoho Campaigns integrations
Zoho Campaigns Overview and Best Practices – Webinar
Here is the presentation that was used during the webinar. Here is the March Webinar – Zoho Campaigns Overview and Best Practices featuring Brett Martin and Tyler Colt. Feel free to use the timestamps on our YouTube page to skip ahead to the topics you’re most interested in. 0:55 Agenda 1:45 Zoho Campaigns Overview 5:34 […]
Application of the Week – LinkMatch
From Episode 85 of the CRM Zen Show, Brett revisits this App as it still proves to be a handy tool. With a click of button import all future or existing prospects information directly to your CRM from their LinkedIn account. We hope you find this video useful on how LinkMatch works with Zoho CRM. […]