Which Zoho Bundle Is Right For You?
When it comes to Zoho, whether you are new or a Zoho veteran, there is a lot to digest. As most of you already know, there are quite a few products (40+), and with that, there are also quite a few bundles. For more information about each app, check out our resource library and if […]
Getting Started With Zoho Creator Part 4 – User Roles & Permissions
Continuing with our Zoho Creator series, Josh discusses setting up your user roles and permission inside of your Creator app. ? TIME STAMPS ?0:00 Intro1:03 Set Up Permissions8:05 Set Up User Roles10:22 Create Custom Roles For Data Sharing13:32 Customize The Record Owner
Getting Started With Zoho Creator Part 3 – Create Custom Reports
Here is the third installment of our series to help anyone interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom reports, custom filters, and creating custom actions. ? TIME STAMPS ? 0:00 Intro1:13 Creating A Home Page2:28 Adding A Panel Component For Tasks8:21 Configure A Query Parameter to […]
Getting Started With Zoho Creator Part 2 – Create Custom Pages
Here is the second video of our series to help anyone that is interested in learning more about Zoho Creator. In this video, Josh walks you through creating custom pages with all the tools available inside the page builder. ? TIME STAMPS ? 0:00 Intro1:13 Creating A Home Page2:28 Adding A Panel Component For Tasks8:21 […]
Getting Started With Zoho Creator Part 1 – App and Form Creation
Audio Podcast This is the first video of our series to help anyone that is interested in learning more about Zoho Creator. In this video, Josh walks you through setting up your first app, creating a form, and a complete overview of each field in that form. ? TIME STAMPS ? 0:00 Intro0:22 Creating Your […]
Zoho Analytics Full Product Tutorial – 2022
What is Zoho Analytics? Zoho Analytics is a business intelligence platform. A place where you can pull in a variety of data, either from Zoho apps or non-Zoho apps. You can report, compare, and consolidate all in one spot. Zoho Analytics has many pre-built connections, almost all the Zoho apps as well as outside applications […]
Getting Started with Zoho Bigin
While CRM is Zoho’s flagship product, you might be interested in something less complex when starting out. This is where Zoho Bigin comes into play. A lightweight CRM that allows you to track your deal flow, store your contacts, run basic workflow automation, and more. Key Takeaways General Overview of Bigin Inside Bigin, Company is […]
Zoho Forms – Full Product Overview
This Zoho Forms tutorial includes everything you need to know from creating a form, integrating with the CRM, advanced settings, tracking, theme customization, and more! UTM Tutorial Link – https://youtu.be/EPXA0veKeHQ ? TIME STAMPS ? 0:00 Intro 1:00 Creating a Form 2:15 Form Fields Overview 4:08 Adding Fields to your Form 5:30 Comparing Fields in the […]
Zoho Projects Full Product – 2022
What Is Zoho Projects Similar to Microsoft Projects, Zoho Projects is a Project Management Application that does exactly that, lets you manage your products. Here is a quick snapshot of what Zoho Projects is: Zoho Projects is a full-featured Project Management application It follows a waterfall approach to Project Management Allows you to track your […]
Zoho Desk Full Product Overview – 2022
Video Timestamps 0:33 Agenda 1:17 What Is Zoho Desk, And Why Do You Need It? 2:46 Product Overview 6:54 Departments 11:47 Ticket Management 26:01 Knowledge Base 33:01 Workflows 41:37 Integrations 43:45 Zoho Marketplace 46:30 Q&A What Is Zoho Desk, And Why Do You Need It? Zoho Desk is Zoho’s customer service tool. Let’s say you […]