How To Setup A Calendar Booking Inside Zoho CRM Tutorial – 2021
In this quick 4 minute tutorial, Brett will walk you through how to create a bookings link inside Zoho CRM. This is different then Zoho Bookings and integrates directly with your calendar and Zoom.
How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial
This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide […]
Explaining Your Data Inside Zoho Analytics Tutorial – 2021
In this short tutorial, we cover how to analyze raw data and data model diagrams. Explaining Zoho Analytics data will help you understand your data set better and allow you to provide detailed explanations to anyone you share the reports with. If you missed the first video in this tutorial series, check out How To […]
How To Setup Your Workspace in Zoho Analytics – 2021 Tutorial
In this tip, we cover how to setup your first Workspace in Zoho Analytics. We also review how to add data sources to the Workspace after it is setup. For a complete overview of Zoho Analytics, take a look at our full product tutorial. Key Takeaways A Workspace is a section inside Zoho Analytics where […]
How To Create Reports Inside Zoho Analytics – 2021 Tutorial
In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data. Key Takeaways After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that […]
Zoho CRM How To Set Up Motivator Tutorial – 2021
Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]
Zoho Desk Basic Automation Tutorial – 2021
In this final segment of our Zoho Desk Beginner’s Guide Series we cover basic automation. In this tutorial we cover assignment rules, round robin overview, and workflow rules. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would be happy to see what […]
Zoho Desk How To Get Tickets In Zoho Desk Tutorial – 2021
In part 1 of the series we discussed the basics of a ticket. For part 3 of this series we walk you through on how to get tickets into your Zoho Desk implementation. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would […]
Zoho Desk How To Setup A Knowledge Base Tutorial – 2021
In this second part of our Zoho Desk beginner’s guide series, we cover how to set up a knowledge base. Learn how to manage and organize this repository of data and share these resources both internally or externally. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us […]
Zoho Desk Introduction To Tickets Tutorial – 2021
This is the first video in our Zoho Desk beginner’s guide series. In this video tutorial we cover all of the core basics of a Zoho Desk ticket. In this step-by-step guide we cover what a ticket is, how to set up tickets, create tickets, and close tickets. Additional Resources Not finding what you are […]
