Understanding Lookup Fields In Zoho Creator
This tutorial discusses the concept of lookup fields in Zoho Creator. It explains how to create lookup fields and their practical applications. Lookup fields are used to establish parent-child relationships between records in an application. They allow you to link child records (e.g., tasks) to parent records (e.g., accounts) and enable you to create related […]
Use Cases for Zoho Flow
In this video, we explore the common use cases for Zoho Flow. The video explains how Zoho Flow can be leveraged to pass data between Zoho apps, from third-party apps to Zoho and from Zoho to third-party apps. Key Points: Passing Data Between Zoho Apps Zoho CRM Automation Third-Party Apps Webhooks Common Use Cases: Conclusion […]
Creating Role-Based Custom Views & Filters in Zoho CRM
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 […]
Adding Zoho Sheet View Components to Your Zoho CRM Homepage
Are you looking to add a Zoho Sheet View to your CRM homepage for a more consolidated and efficient work process? Step 1: Customize Your Homepage To start, navigate to your Zoho CRM homepage and look for the customization option. The aim here is to add a new component, specifically a widget, to your homepage. […]
Getting Started With Zoho Flow
Unlock the full potential of automation with Zoho Flow. This guide provides a quick overview to help you get started with Zoho Flow’s intuitive dashboard, task credits, and more. A Tour of Zoho Flow Dashboard What You’ll Find The dashboard serves as your home page, showcasing important elements like your total flows, currently running flows, […]
Serialized Inventory Tracking in Zoho Inventory
Serialized inventory tracking in Zoho Inventory allows businesses to assign and monitor unique serial numbers for individual items, helping improve traceability and inventory control. This guide walks you through enabling serialized tracking, creating serialized items, and associating serials with transactions. What Is Serialized Inventory Tracking in Zoho? Serialized inventory tracking is a method in Zoho […]
Quick Overview of 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 […]
New Changes To Footers & Headers In Zoho Campaigns
Zoho Campaigns recently changed how headers and footers are managed, shifting from centralized settings to a new in-template builder approach. This guide walks you through the updated process, highlights pros and cons, and shows how to streamline your email template setup. Understanding the Header and Footer Changes in Zoho Campaigns What changed in Zoho Campaigns’ […]
Using Zoho Survey Responses to Kickstart A Campaign Workflow
In this video, we explain how to enter a contact into a Zoho Campaigns workflow using Zoho Survey as a trigger. Follow this step-by-step guide to integrate the survey with the CRM and create a segment plus a workflow based on that integration. ? TIME STAMPS ? 0:00 Intro 0:50 Survey Setup & Connections 1:31 […]
The Ultimate Guide to Configuring & Optimizing Zoho Inventory
Streamline your inventory management with this Zoho Inventory tutorial. Discover key settings, SKU management techniques, e-commerce integrations, and reporting tools to enhance your business operations. ? TIME STAMPS ? 0:00 Intro 1:33 General Setting 8:27 Customers & Vendors 9:42 Items 17:43 Unit Of Measurements 19:54 Sales Orders 21:12 Currencies, Exchange Rate, & Taxes 22:29 Invoice […]