Boost Your Productivity Inside Zoho With ChatGPT
While it might be intimidating to some (ourselves included), the rise of open AI is revolutionizing the way we work. With ChatGPT launching in November 2022, it has only grown in popularity. Since its launch, academia, businesses, and individuals are frantically trying to get ahead of this new technology. With that being said, implementing ChatGPT […]
How To Style Your Zoho Creator Pages Using HTML & CSS
Looking to customize your Zoho Creator pages beyond the default choices? We’ve got you covered. In this tutorial, Josh walks you through how to customize and style your Creator pages using HTML/CSS. Key Takeaways Customize an HTML Snippet with Embed & Customizable Page Elements Start out with a blank Creator page, open up the editor […]
Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL
In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful […]
Setting Up An Approval Process Inside Zoho CRM
In this video tutorial, we walk you through how to set up an approval process for various stages in the Deal. Here is a breakdown of the timestamps: 0:28 Use Case 2:25 Layout Rules 4:55 Approval Process 5:55 Criteria 6:12 Who Should Approve 7:50 Action(s) upon Approval/Rejection 9:54 Final Walk-through of the Process Created
Zoho CRM How To Change Default Field Names Tutorial – 2021
How to Change Default Field Names in the Zoho CRM Ever wonder how to change the names of default fields that come with your Zoho CRM. Well under translations you can do just that. We walk you through the full process in this tutorial.
Creating a Zoho CRM Custom Module Without Requiring a Record Name
This tutorial is a quick tip to create a custom module without requiring a record name, allowing a clean process to accomplish tasks for your team much quicker. Additional Resources 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 […]
A Settings Tip for Preventing Duplicate Leads and Contacts inside Zoho CRM
Here is a quick tip that we noticed Zoho added to Zoho CRM. 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 fill that gap! For more guides on Zoho CRM Click Here. Are you looking […]
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 […]
Zoho CRM – Syncing Deal stage value to related Account and Contact
In this implementation, a workflow is triggered when a Deal Stage is updated. Once the workflow is triggered a Deluge function is used to write Deal Stage into the linked Account and Contact. Then the Deal Stage value in Accounts allows for easy sorting based on engagement and customer status. Lastly, the Deal Stage value […]
Automated Lead Conversion in Zoho CRM When Qualification is Complete
This quick implementation automates the process of lead conversions once a set of criteria are met. Here are the key points covered in this tutorial: Custom fields added to lead to store information used for lead qualification On fill of all qualification fields, check values against set criteria If criteria are met, convert the lead. […]
