Getting Started With Deluge – Reading Data
If you’re looking to learn Deluge, you’ve come to the right place! In this tutorial, we introduce you to the deluge editor and how to read data. Key Takeaways Creating Your First Deluge Function In the CRM Settings, head into Functions under the Developer Space. Click the blue New Function button to start creating. We […]
The First 3 Things To Do In Any New Zoho CRM
In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic […]
Zoho Survey Full Product Tutorial
What is Zoho Survey? Dare we say the simpler way to send a Survey? Zoho Survey provides a seamless way to send your current contacts a custom survey directly out of CRM. By creating a survey specific to your needs, you can match fields and contacts to the CRM while gathering all different kinds of […]
Zoho Learn Full Product Tutorial
When it comes to your business’s success, it often boils down to how well your employees perform. Sure vetting the right employees for the job is important, but their training is even more crucial. Thus, in the SaaS world, LMS (Learning Management System) was born. A modern solution to training that allows businesses to develop, […]
Zoho Analytics Dashboard Publishing And Share Settings
In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public […]
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 […]