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Creating Role-Based Custom Views & Filters in Zoho CRM

Creating Role-Based Custom Views & Filters in Zoho CRM - Zoho CRM -  - creating role-based custom views and filters - Role-Based Views in Zoho

Managing a growing team in Zoho CRM just got easier. Role-Based Views in Zoho allow you to create custom views and filters based on team roles, not just individual members. This guide breaks down the how-to. Understanding Roles and Groups Before you set up custom views, it’s essential to grasp the roles and groups within […]

Quick Overview of Zoho Cliq Settings

Quick Overview of Zoho Cliq Settings - Zoho Cliq - Videos -  - Zoho Cliq Settings Overview - Zoho Cliq settings

The video is part of a Cliq full product tutorial, focusing on the various Zoho Cliq settings. Here is a quick breakdown of the various talking points: Zoho Cliq Settings User Settings Admin Settings Organization Settings Permissions Allowed IPs Customizations Integrations Data Administration Reporting Migration from Slack For more resources on Zoho Cliq, click here […]

Easy Pick List Management With Zoho CRM Global Sets

Easy Pick List Management With Zoho CRM Global Sets - Zoho CRM - Videos -  - global sets - Global Sets

In this tutorial, we guide you through step-by-step this long-awaited feature, allowing you to standardize picklist values across different modules, which can help maintain consistency, reduce data entry errors, and save you tons of time.

Why Bots In Zoho Cliq Are A Game-Changer

Why Bots In Zoho Cliq Are A Game-Changer - Zoho Cliq - Videos -  - Zoho Cliq Bots - Zoho Cliq Bots

The video is part of a Cliq full product tutorial, focusing on why bots in Cliq are a game-changer. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.

Zoho Cliq Channels vs Conversations

Zoho Cliq Channels vs Conversations - Zoho Cliq - Videos -  - cliq_converstations - Zoho Cliq Channels vs Conversations

The video is part of a Cliq full product tutorial focusing on Zoho Cliq Channels vs Conversations. Here is a quick breakdown of the various talking points: For more resources on Zoho Cliq, click here to return to our Zoho Cliq resources.

Organize YOUR Data in Zoho CRM with Custom Views & Filters

Organize YOUR Data in Zoho CRM with Custom Views & Filters

Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views […]

Zoho CRM Reports Overview

Zoho CRM Reports Overview

In this video tutorial, Tyler does a complete overview of the Reports module inside the CRM and some best practices for building reports. ? TIME STAMPS ?0:00 Intro1:20 Creating a Report5:10 Columns Review10:10 Creating a Custom Filter11:03 Creating a Chart13:10 Scheduling Reports

How to Link Zoho Creator Forms to Zoho CRM

How to Link Zoho Creator Forms to Zoho CRM

In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM. ? TIME STAMPS ?0:00 Intro0:49 Connect A Tasks Form With Modules In The CRM4:47 Viewing Tasks In The CRM […]

Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM

Using Gravity Forms, Everest Forms, Or Zoho Forms To Connect To Zoho CRM

While some may assume that you need to switch to Zoho Forms in order to integrate forms with Zoho CRM, that is not the case. In this tutorial, Jordan walks us through how to connect Zoho CRM to various form builders; Gravity forms, Everest forms, by using webhooks, and Zoho Forms. Key Takeaways Gravity Forms […]

How To Import Anything Into Zoho CRM Tutorial – 2022

training video of how to import anything into zoho crm

In this tutorial we cover the following: How to import leads, contacts, or accounts into Zoho CRM Basic pointers on spreadsheet management How to import within the module or settings How to apply additional tags to import files Best practices around importing data

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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