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 […]
Managing Accounting & Physical Stock Levels In Zoho Inventory
In this video, we explore the differences between accounting and physical stock in Zoho Inventory and demonstrate how various transactions impact stock levels. Learn how to manage and balance your stock accurately with tips on inventory adjustments and optional transactions. ? TIME STAMPS ? 0:00 Intro 1:35 Purchase & Sales Transactions Impact on Stock 3:20 […]
Easy Pick List Management With Zoho CRM 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.
How To Create Multiple Associated Records With One Zoho Form
Have you ever had a form come through with information that crosses records? In this tutorial, Tom walks us through how to create multiple associated records with just one Zoho Form. Using Zoho Flow you can automate this process! Key Takeaways Set Up The Initial Integration To start, we first need to set up the […]